Process

Building great financial plans by building great relationships.

Don Lato, President of Padlock, works with many other highly successful individuals, families and entrepreneurs who have similar financial needs and goals as yourself. You will value his ability to listen carefully and to quickly understand your needs.

By first building a great relationship, Don is better able to develop a personalized financial plan. This plan will include determining proper asset allocation, a balance between equities and bonds which coincides with your current and future income needs and risk tolerance.

Once agreed upon, this balanced financial plan will form the foundation of your long-term investment returns. Padlock will provide comprehensive quarterly reporting and fine tuning of your plan based on changing economic conditions on the ground or in your life.

Padlock Investments is ready to take on your investment portfolio. Ask us how!