6100 Oak Tree Boulevard South Suite 420 Cleveland, OH 44131

rtanner@ownershipadvisors.com

Home
Principles and Beliefs
Vision
- Why, Who, What, Where & How
- Logo
Our Approach
- Probate Dress Rehearsal
- Paradox of Control
Services
Faith & Finance
Team

Asset Allocation

Asset Allocation

Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk.

Contact

Office: (216) 328-5538

Fax: 216 328-5538

6100 Oak Tree Boulevard South

Suite 420

Cleveland, OH 44131

rtanner@ownershipadvisors.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities offered through LPL Financial, Member FINRA / SIPC. Financial Planning offered through Ownership Advisors, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, D.C., FL, IL, IN, MI, NC, NJ, OH, PA, SC, TX, VA, WA, WI.