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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Larsen Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Larsen Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Larsen Wealth Management, LLC unless a client service agreement is in place. 


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