Portfolio Management & Supervision
All supervisor functions, including supervision of advisor representatives and performance reviews of portfolio managers and client portfolios are conducted by John Knight, the President of Lamberson Knight Wealth Management. Mr. Knight holds a B.A. in Economics from Defiance College and has over thirty years experience in portfolio management and research, securities trading, fixed income, financial planning and product development. Prior to forming Lamberson Knight Wealth Management, he was the President and CEO of Lamberson Knight Securities, a financial advisor and portfolio manager with Morgan Stanley and headed up the short-term fixed income department at Shearson/American Express. John has three children and lives in Ann Arbor, Michigan.
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Past performance is no guarantee of future results. All investments carry a certain degree of risk and there is no assurance that an investment will provide positive performance over any time period. Different time periods and market conditions may result in significantly different outcomes. The opinions expressed herein are for informational purposes only as of the date of writing and my change at any time based on marker or other conditions and may not come to pass. These views are not intended to be relied upon an investment advice or recommendations, do not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice. Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor.
All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss in a declining market. Any financial product sold prior to maturity may be worth more or less than the original amount invested. Market-Linked Certificates of Deposits (MLCDS) are subject to the risk of loss of principal, as there may not be an active secondary market. You should not purchase a complex investment product until you have read the specific offering documentation and understand the specific investment terms, features, risks, fees, charges, and expenses of such investment.
Any guarantees made by the insurance company are backed solely by the financial strength of that company and not by any governmental or regulatory agency. While a high rating by a rating agency does not guarantee the safety of the insurance company, it does provide an independent option. Additionally, investment returns in variable annuity sub-accounts are not guaranteed and are subject to their respective market risks. Principal and the return on investment may fluctuate with the market and the contract may be worth less than the original investment. Variable annuities may lose value and are subject to investment risk, including the loss of principal.