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.

 

Please contact us for further information on services and fees.

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Legal Statement

All material contained on this website is provide on an “as is” basis without any warranty or representation of any kind, either expressed or implied. The information contained within this website is only for general information and Lamberson Knight Wealth Management, LLC assumes no responsibility for its accuracy or completeness.  Information provided through this website may contain errors, inaccuracies, omissions, or may be outdated. The material and information contained within this website does not constitute legal, accounting, financial, regulatory or other advice. We cannot and do not accept responsibility or liability for any actions taken based upon the content of this website.

Use this website at your own risk. Under no circumstances is Lamberson Knight Wealth Management LLC liable for any direct, indirect, incidental, consequential, punitive, or other damages of any kind arising out of your access to or use of this or any linked website, including without limitation, loss of business or program, interrupted or delay of business or program, or loss of revenue.

This website collects information you knowingly provided to us via electronic communication.  If you provide us with your personal information we normally will respond to you directly.  We may also provide you with informational communications, such as electronic brochures that include information about our services, events or updates.  We do not share your personal information without your consent, unless required under law or regulation.

If you receive an unwanted electronic communication and prefer not to receive any further emails from us, simply remove yourself from our list by responding via email to jknight@knightwealthmgt.com and write “unsubscribe” in the subject line

 

DISCLAIMER

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.