Disciplined Investment Management


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There is nothing ordinary about the investment solutions offered at Larsen Wealth Management. Why settle for retail, cookie cutter or what everyone else is doing? Our clients enjoy complete customization and access to a multitude of institutional strategists and a broad array of investment categories. Don't be bound to some brokerage firm's "List" when you can have access to multiple platforms to accomplish your unique goals. Often, these options are more cost efficient with lower minimums and caps on trading costs. Tap into our years of research which have identified numerous models and strategies that will help create your personalized globally diversified portfolio.

Investment Options Include:

  • Reduced minimum institutional Separate Accounts and funds.
  • Low cost Exchange Traded Funds, no load and load waived Mutual Funds.
  • Fixed income strategies along with individual bonds and CD's.
  • *Alternative Investments including: Private Equity, Trust Deeds, Real Estate, Multi-Strategy, Structured Products, Global Macro, Absolute Return, Hedge Funds, Long/Short Funds, Managed Futures and Commodities as well as Business Development Companies.

* Alternative investment selections are discussed on a client specific basis based on appropriateness and individual strategies in some cases can only be offered to accredited or qualified investors. 

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The acronym "RIA" stands for Registered Investment Advisor.  It is not a designation, credential, endorsement, membership organization, or award.  A RIA is a professional advisory firm registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators.  Registration is not an endorsement by the government, nor does it mean a government agency approves an advisor or reviews its qualifications.  Registration does not imply a certain level of skill or training, nor does it guarantee success or future performance.

To learn more about working with an independent RIA, visit www.riastandsforyou.com.  By clicking on this link, you will leave the website of Larsen Wealth Management, LLC  and will enter a third-party website managed by Charles Schwab & Co., Inc. ("Schwab") that provides educational content for investors.  This third-party site is not affiliated with Larsen Wealth, nor is Larsen Wealth responsible for its content. Larsen Wealth has made no judgment or warranty with respect to the accuracy, timeliness, completeness, or suitability of its content.  The link is provided by Larsen Wealth solely as a convenience to you, and your use of the site is at your own risk.  Larsen Wealth Management is independent from and not affiliated with Schwab; however, Larsen Wealth Management uses Schwab for custody, trading, and operational support.