{"id":5023,"date":"2023-10-18T14:40:04","date_gmt":"2023-10-18T18:40:04","guid":{"rendered":"https:\/\/poolelocke.com\/?page_id=5023"},"modified":"2023-10-18T14:40:04","modified_gmt":"2023-10-18T18:40:04","slug":"investment-management","status":"publish","type":"page","link":"https:\/\/poolelocke.com\/financial-services\/investment-management\/","title":{"rendered":"Investment Management"},"content":{"rendered":"<p>[vc_row full_width=&#8221;stretch_row&#8221; content_placement=&#8221;middle&#8221; css=&#8221;.vc_custom_1551209548110{margin-top: -90px !important;padding-top: 0px !important;background-image: url(http:\/\/poolelocke.fixedincomeaid.org\/wp-content\/uploads\/2019\/02\/green-bak.jpg?id=3592) !important;}&#8221;][vc_column][vc_column_text]At Poole Locke Associates, LLC, we specialize in helping our clients achieve a safer passage into retirement through income-generating investment strategies. Our investment management expertise can also provide you with access to any tradable investment available on any U.S. exchange. Services in this area include:<\/p>\n<ul>\n<li>Asset Allocation<\/li>\n<li>Wealth Planning<\/li>\n<li>Fixed Income Portfolio Management<\/li>\n<li>Retirement Wealth Management<\/li>\n<\/ul>\n<p>Call today to learn more about our comprehensive range of Investment Management Services.[\/vc_column_text][\/vc_column][\/vc_row][vc_section][vc_row full_width=&#8221;stretch_row&#8221; css=&#8221;.vc_custom_1548099189754{background-color: #58585a !important;}&#8221;][vc_column][vc_row_inner][vc_column_inner][vc_cta h2=&#8221;Call or email our office today to set up a<strong> FREE FINANCIAL ANALYSIS!<\/strong>&#8221; txt_align=&#8221;center&#8221; shape=&#8221;square&#8221; style=&#8221;flat&#8221; color=&#8221;turquoise&#8221; add_button=&#8221;top&#8221; btn_title=&#8221;Schedule an Appointment&#8221; btn_style=&#8221;flat&#8221; btn_shape=&#8221;square&#8221; btn_color=&#8221;success&#8221; btn_size=&#8221;lg&#8221; btn_align=&#8221;center&#8221; btn_css_animation=&#8221;fadeInDown&#8221; btn_link=&#8221;url:http%3A%2F%2Fpoolelocke.fixedincomeaid.org%2Fcontact%2F|||&#8221; css=&#8221;.vc_custom_1551209869049{background-color: #58585a !important;}&#8221; btn_el_class=&#8221;h3&#8243;]<\/p>\n<h2><span style=\"color: #9cd662;\">302.439.0733<\/span><\/h2>\n<p>[\/vc_cta][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/4&#8243;][vc_empty_space height=&#8221;47px&#8221;][vc_column_text]<strong>If you know of a friend or family member who needs our services, please contact us and we will be happy to help them.<\/strong>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/2&#8243;][vc_empty_space height=&#8221;47px&#8221;]\n<div class=\"wpcf7 no-js\" id=\"wpcf7-f327-o1\" lang=\"en-US\" dir=\"ltr\">\n<div class=\"screen-reader-response\"><p role=\"status\" aria-live=\"polite\" aria-atomic=\"true\"><\/p> <ul><\/ul><\/div>\n<form action=\"\/wp-json\/wp\/v2\/pages\/5023#wpcf7-f327-o1\" method=\"post\" class=\"wpcf7-form init\" aria-label=\"Contact form\" novalidate=\"novalidate\" data-status=\"init\">\n<div style=\"display: none;\">\n<input type=\"hidden\" name=\"_wpcf7\" value=\"327\" \/>\n<input type=\"hidden\" name=\"_wpcf7_version\" value=\"5.9.3\" \/>\n<input type=\"hidden\" name=\"_wpcf7_locale\" value=\"en_US\" \/>\n<input type=\"hidden\" name=\"_wpcf7_unit_tag\" value=\"wpcf7-f327-o1\" \/>\n<input type=\"hidden\" name=\"_wpcf7_container_post\" value=\"0\" \/>\n<input type=\"hidden\" name=\"_wpcf7_posted_data_hash\" value=\"\" \/>\n<\/div>\n<div class=\"input-group\">\n\t<p><span class=\"wpcf7-form-control-wrap\" data-name=\"text-960\"><input size=\"40\" class=\"wpcf7-form-control wpcf7-text wpcf7-validates-as-required\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"Name*\" value=\"\" type=\"text\" name=\"text-960\" \/><\/span><br \/>\n<span><i class=\"input-icon fa fa-user-o\"><\/i><\/span>\n\t<\/p>\n<\/div>\n<div class=\"input-group\">\n\t<p><span class=\"wpcf7-form-control-wrap\" data-name=\"tel-71\"><input size=\"40\" class=\"wpcf7-form-control wpcf7-tel wpcf7-validates-as-required wpcf7-text wpcf7-validates-as-tel\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"Phone Number*\" value=\"\" type=\"tel\" name=\"tel-71\" \/><\/span><br \/>\n<span><i class=\"input-icon fa fa-phone\"><\/i><\/span>\n\t<\/p>\n<\/div>\n<p><strong style=\"display:none;\">I'm interested in:<\/strong>\n<\/p>\n<div class=\"input-group\">\n\t<p><span class=\"wpcf7-form-control-wrap\" data-name=\"menu-668\"><select class=\"wpcf7-form-control wpcf7-select\" aria-invalid=\"false\" name=\"menu-668\"><option value=\"Income Planning\">Income Planning<\/option><option value=\"Legacy\">Legacy<\/option><option value=\"Wealth Preservation\">Wealth Preservation<\/option><option value=\"Social Security Maximization\">Social Security Maximization<\/option><option value=\"Medicare Supplement and Advantage Plans\">Medicare Supplement and Advantage Plans<\/option><option value=\"Final Expense\">Final Expense<\/option><option value=\"401K and Retirement Plan Rollovers\">401K and Retirement Plan Rollovers<\/option><\/select><\/span><br \/>\n<span><i class=\"input-icon fa fa-cogs\"><\/i><\/span>\n\t<\/p>\n<\/div>\n<p><input class=\"wpcf7-form-control wpcf7-submit has-spinner\" type=\"submit\" value=\"Send\" \/>\n<\/p><input type=\"hidden\" id=\"ct_checkjs_cf7_a4a042cf4fd6bfb47701cbc8a1653ada\" name=\"ct_checkjs_cf7\" value=\"0\" \/><script >setTimeout(function(){var ct_input_name = \"ct_checkjs_cf7_a4a042cf4fd6bfb47701cbc8a1653ada\";if (document.getElementById(ct_input_name) !== null) {var ct_input_value = document.getElementById(ct_input_name).value;document.getElementById(ct_input_name).value = document.getElementById(ct_input_name).value.replace(ct_input_value, '742564959');}}, 1000);<\/script><label class=\"apbct_special_field\" id=\"apbct_label_id93684\" for=\"apbct__email_id__wp_contact_form_7_93684\">93684<\/label><input \n        id=\"apbct__email_id__wp_contact_form_7_93684\" \n        class=\"apbct_special_field apbct__email_id__wp_contact_form_7\"\n        autocomplete=\"off\" \n        name=\"apbct__email_id__wp_contact_form_7_93684\"  \n        type=\"text\" \n        value=\"93684\" \n        size=\"30\" \n        apbct_event_id=\"93684\"\n        maxlength=\"200\" \n    \/><input \n        id=\"apbct_event_id\"\n        class=\"apbct_special_field\"\n        name=\"apbct_event_id\"\n        type=\"hidden\" \n        value=\"93684\" \n            \/><div class=\"wpcf7-response-output\" aria-hidden=\"true\"><\/div>\n<\/form>\n<\/div>\n[\/vc_column][vc_column width=&#8221;1\/4&#8243;][\/vc_column][\/vc_row][\/vc_section][vc_row][vc_column][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"color: #fff;\">Additionally, final expense coverage allows for you to avoid having to liquidate assets, such as stocks or bonds, at inopportune times, or to simply compartmentalize the costs that will arise, leaving the balance of your assets intact to enjoy or to leave to your heirs.<\/p>\n<p style=\"color: #fff;\">Final expense coverage offers easy qualification and a streamlined application process. No health examinations are necessary \u2014 only a few health questions on a one-page application. Most people get coverage, even with health issues. Family support services may also be available with this coverage.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[vc_row full_width=&#8221;stretch_row&#8221; content_placement=&#8221;middle&#8221; css=&#8221;.vc_custom_1551209548110{margin-top: -90px !important;padding-top: 0px !important;background-image: url(http:\/\/poolelocke.fixedincomeaid.org\/wp-content\/uploads\/2019\/02\/green-bak.jpg?id=3592) !important;}&#8221;][vc_column][vc_column_text]At Poole Locke Associates, LLC, we specialize in helping our clients achieve a safer passage into retirement through income-generating investment strategies. [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":2428,"parent":1643,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Investment Management | Wilmington, DE | Poole Locke Associates<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/poolelocke.com\/financial-services\/investment-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investment Management | Wilmington, DE | Poole Locke Associates\" \/>\n<meta property=\"og:description\" content=\"[vc_row full_width=&#8221;stretch_row&#8221; content_placement=&#8221;middle&#8221; css=&#8221;.vc_custom_1551209548110{margin-top: -90px !important;padding-top: 0px !important;background-image: url(http:\/\/poolelocke.fixedincomeaid.org\/wp-content\/uploads\/2019\/02\/green-bak.jpg?id=3592) !important;}&#8221;][vc_column][vc_column_text]At Poole Locke Associates, LLC, we specialize in helping our clients achieve a safer passage into retirement through income-generating investment strategies. [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/poolelocke.com\/financial-services\/investment-management\/\" \/>\n<meta property=\"og:site_name\" content=\"Poole Locke Associates\" \/>\n<meta property=\"og:image\" content=\"https:\/\/poolelocke.com\/wp-content\/uploads\/2017\/04\/taxcenter.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"720\" \/>\n\t<meta property=\"og:image:height\" content=\"460\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/poolelocke.com\/financial-services\/investment-management\/\",\"url\":\"https:\/\/poolelocke.com\/financial-services\/investment-management\/\",\"name\":\"Investment Management | Wilmington, DE | Poole Locke Associates\",\"isPartOf\":{\"@id\":\"https:\/\/poolelocke.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/poolelocke.com\/financial-services\/investment-management\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/poolelocke.com\/financial-services\/investment-management\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/poolelocke.com\/wp-content\/uploads\/2017\/04\/taxcenter.jpg\",\"datePublished\":\"2023-10-18T18:40:04+00:00\",\"dateModified\":\"2023-10-18T18:40:04+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/poolelocke.com\/financial-services\/investment-management\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/poolelocke.com\/financial-services\/investment-management\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/poolelocke.com\/financial-services\/investment-management\/#primaryimage\",\"url\":\"https:\/\/poolelocke.com\/wp-content\/uploads\/2017\/04\/taxcenter.jpg\",\"contentUrl\":\"https:\/\/poolelocke.com\/wp-content\/uploads\/2017\/04\/taxcenter.jpg\",\"width\":720,\"height\":460},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/poolelocke.com\/financial-services\/investment-management\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/poolelocke.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Financial Services\",\"item\":\"https:\/\/poolelocke.com\/financial-services\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Investment Management\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/poolelocke.com\/#website\",\"url\":\"https:\/\/poolelocke.com\/\",\"name\":\"Poole Locke Associates\",\"description\":\"Retirement Planning\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/poolelocke.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Investment Management | Wilmington, DE | Poole Locke Associates","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/poolelocke.com\/financial-services\/investment-management\/","og_locale":"en_US","og_type":"article","og_title":"Investment Management | Wilmington, DE | Poole Locke Associates","og_description":"[vc_row full_width=&#8221;stretch_row&#8221; content_placement=&#8221;middle&#8221; css=&#8221;.vc_custom_1551209548110{margin-top: -90px !important;padding-top: 0px !important;background-image: url(http:\/\/poolelocke.fixedincomeaid.org\/wp-content\/uploads\/2019\/02\/green-bak.jpg?id=3592) !important;}&#8221;][vc_column][vc_column_text]At Poole Locke Associates, LLC, we specialize in helping our clients achieve a safer passage into retirement through income-generating investment strategies. [&hellip;]","og_url":"https:\/\/poolelocke.com\/financial-services\/investment-management\/","og_site_name":"Poole Locke Associates","og_image":[{"width":720,"height":460,"url":"https:\/\/poolelocke.com\/wp-content\/uploads\/2017\/04\/taxcenter.jpg","type":"image\/jpeg"}],"twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/poolelocke.com\/financial-services\/investment-management\/","url":"https:\/\/poolelocke.com\/financial-services\/investment-management\/","name":"Investment Management | Wilmington, DE | Poole Locke Associates","isPartOf":{"@id":"https:\/\/poolelocke.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/poolelocke.com\/financial-services\/investment-management\/#primaryimage"},"image":{"@id":"https:\/\/poolelocke.com\/financial-services\/investment-management\/#primaryimage"},"thumbnailUrl":"https:\/\/poolelocke.com\/wp-content\/uploads\/2017\/04\/taxcenter.jpg","datePublished":"2023-10-18T18:40:04+00:00","dateModified":"2023-10-18T18:40:04+00:00","breadcrumb":{"@id":"https:\/\/poolelocke.com\/financial-services\/investment-management\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/poolelocke.com\/financial-services\/investment-management\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/poolelocke.com\/financial-services\/investment-management\/#primaryimage","url":"https:\/\/poolelocke.com\/wp-content\/uploads\/2017\/04\/taxcenter.jpg","contentUrl":"https:\/\/poolelocke.com\/wp-content\/uploads\/2017\/04\/taxcenter.jpg","width":720,"height":460},{"@type":"BreadcrumbList","@id":"https:\/\/poolelocke.com\/financial-services\/investment-management\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/poolelocke.com\/"},{"@type":"ListItem","position":2,"name":"Financial Services","item":"https:\/\/poolelocke.com\/financial-services\/"},{"@type":"ListItem","position":3,"name":"Investment Management"}]},{"@type":"WebSite","@id":"https:\/\/poolelocke.com\/#website","url":"https:\/\/poolelocke.com\/","name":"Poole Locke Associates","description":"Retirement Planning","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/poolelocke.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/poolelocke.com\/wp-json\/wp\/v2\/pages\/5023"}],"collection":[{"href":"https:\/\/poolelocke.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/poolelocke.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/poolelocke.com\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/poolelocke.com\/wp-json\/wp\/v2\/comments?post=5023"}],"version-history":[{"count":1,"href":"https:\/\/poolelocke.com\/wp-json\/wp\/v2\/pages\/5023\/revisions"}],"predecessor-version":[{"id":5024,"href":"https:\/\/poolelocke.com\/wp-json\/wp\/v2\/pages\/5023\/revisions\/5024"}],"up":[{"embeddable":true,"href":"https:\/\/poolelocke.com\/wp-json\/wp\/v2\/pages\/1643"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/poolelocke.com\/wp-json\/wp\/v2\/media\/2428"}],"wp:attachment":[{"href":"https:\/\/poolelocke.com\/wp-json\/wp\/v2\/media?parent=5023"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}