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At Lake Hills Wealth Management, our investment philosophy focuses on active management to minimize portfolio drawdowns, thereby outperforming buy and hold strategies, over the long-term. Our approach to investment management uses a rule-based investment strategy that is centered on macroeconomic and technical trend indicators.   [AE1

 

WHO WE ARE

Lake Hills Wealth Management is a fee-only wealth management firm. We provide and implement financial planning and investment strategies based on each client's unique values and goals. As a fee-only firm, we put the best interests of our clients first without conflicts of interest due to commissions, bonuses or hidden fees. 

 

WEALTH MANAGEMENT

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FINANCIAL PLANNING

Holistic advice

Everything we do is based on what's best for you. We work with you to create a practical and easy to understand financial plan based on your financial goals and your vision for future generations. 

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INVESTMENT MANAGEMENT

smarter investing

We use a rule-based investment strategy that is centered on macroeconomic and technical trend indicators. Our active management strategy is designed to minimize portfolio drawdowns, thereby outperforming buy and hold strategies, over the long-term.