Offering financial solutions and retirement planning services to: Florida, Georgia, Arkansas, North Carolina, Alabama, Louisiana, Mississippi, Virginia, Tennessee, Kentucky, South Carolina, and West Virginia. Call us today! 770.951.8411, Lamon & Stern, Inc., Please Visit Our Website at www.LamonAndStern.com

Thursday

Michelle Farmer - Lamon & Stern Investment Management Team

Michelle Farmer 
Financial Principal at Lamon & Stern, Inc. 
Atlanta, Georgia (Greater Atlanta Area)
Investment Management 




Michelle Farmer has been with Lamon and Stern or an affiliate for 23 years.  She is a graduate of Kennesaw State University with a B.S. degree.  Ms. Farmer is currently the financial principal at Lamon and Stern and holds the following securities licenses:  Series 7, 27, 28 and 63.  She is in charge of all financial aspects of the broker dealer.  The Series 27 makes Ms. Farmer one of the few financial and operations (principals) of a $250,000 broker dealer in the Southeast.   She has the responsibility of dealing with other financial principals at Lamon and Stern’s correspondent broker dealer networks.  This allows Lamon and Stern the ability to handle a variety of financial options their clients may require.

She is an Atlanta native and has one daughter.  She is the pianist at Austell Christian Church where she has been a member for many years.
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LAMON AND STERN
 
We are a well known and accredited investment fiduciary with years of experience in the field of corporate retirement advisement and 401k planning, we provide qualified 401k fee comparisons for companies that are shopping around for the best rates.


PARTNERS

Because of our stellar reputation in the field of financial forecasting Lamon and Stern has amassed an impressive list of partners, which include:
Please visit our blog for frequent updates: Growing Your Retirement Income

 

Wednesday

IRON Financial - Investment Selection Monitoring

IRON Financial : Investment Selection Monitoring

CLASSES 
Broad spectrum of different asset classes including fixed income and foreign and domestic equity funds, recognizing ranges of market capitalization and industry sectors. 

SCREEN 
Investments within each asset class that meet initial screening criteria are identified and reviewed for viability. 

EVALUATE 
Each portfolio and fund manager is evaluated against qualitative and quantitative methodologies. 

SELECT 
Investments that have demonstrated a discipline of performance history, style consistency, preservation and stewardship are selected. 

MONITOR/REPLACE 
Each is monitored and reviewed regularly, then replaced if their risk adjusted return falls out of the metrics that are detailed in the Investment Policy Statement.


Hollis Lamon
Lamon & Stern
Atlanta, Georgia

Contact Hollis Lamon of Lamon & Stern today for all your retirement planning needs! 770-951-8411