Investment management & Financial consulting

UDB Financial

Services & Strategies

Home » Services & Strategies » Investment Management

Investment Management

After developing a thorough understanding of your risk tolerance and specific short- and long-term goals, we work together to create a customized strategy centered on helping you find opportunities in any market condition. Once your plan has been implemented, we closely monitor your portfolio, rebalancing or reallocating funds when necessary to maintain a course of action best aligned with your objectives.

 


                    Congratulations!!!                                      20 UNDER forty                                       2016 Award Winner
Award given by the Town Talk of Central Louisiana
                  

• Lori Decker,

Financial Consultant

News
  • Dec 07
    - UDB Financials newest employee Christopher Daigrepont honored as a speaker at his LC commencement on December 10th.
  • Aug 31
    - UDB Financial Attends National Financial Services Industry Conference
  • Jul 07
    - Jeff Draughon of UDB Financial Honored for Charitable Work with Baptist Medical & Dental Mission International BMDMI

To the top

Twitter

Securities and Advisory Services offered through LPL Financial, a Registered, Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL. AR, AZ. CA, CO, FL, GA, HI. IA,  IL. IN. KS. LA. MA,  ME. Ml, MN, MO, MS. MT. NC,  NM, NV, NY, OK,  PA, SC, TN, TX, VA. WA, WI, WY & VI.