Lasting Mark Retirement Group LLC

Lasting Mark Retirement Group serves individual and high‑net‑worth households, providing ongoing portfolio management together with integrated financial planning. The firm documents goals and risk tolerances in written Investment Policy Statements and offers either discretionary or non‑discretionary portfolio management alongside annual planning deliverables.

Its investment approach is informed by modern portfolio theory and a long‑term trading orientation, with portfolios constructed from mutual funds, equities, fixed income (including inflation‑protected bonds) and exchange‑traded funds, including precious‑metal ETFs when appropriate. The firm tailors allocations to client circumstances, uses planning software reports as part of its review process, and may refer clients to third‑party advisers for specialized implementation.

Noteworthy aspects relative to peers include a multi‑office presence (eight offices) and the provision of periodic, no‑fee retirement seminars and workshops for clients and the general public, which the brochure identifies as part of its outreach. Several principals also operate affiliated insurance businesses and some supervised persons are licensed insurance agents; the firm discloses and manages those relationships and requires clients to custody assets with a specified custodian.