ACH Investment Group ... TRUST is our primary mission


Janet Fox and Charles Parks

At ACH Investment Group our team of dedicated, experienced professionals will work toward helping you meet your financial goals by offering quality financial products from a host of providers and by tailoring plans to your needs. We pride ourselves in maintaining a high level of quality and service. We strive to develop an investment strategy that focuses on your present needs as well as your future goals, adjusting for any unexpected surprises that life may throw your way.

When you work with ACH Investment Group, our Financial Consortium of investment professionals consult with our network of attorneys and CPAs provide a comprehensive approach to investing. We offer a complete range of Financial Planning, Business Planning and Speciality Services, including; brokerage services; comprehensive financial, retirement and estate planning; money management services; tax-advantaged investments, estate planning; employee benefit programs; life, health and disability insurance and small business group insurance, pension plans.

As of January, 2016: Janet Fox, President of ACH Investment Group, Inc., can now offer fee-based and advisory services through LPL Financial, a Registered Investment Advisor.

For a complete list of our services... see here


About LPL FInancial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.

Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their client's needs. For more information about LPL Financial, visit www.lpl.com

To understand our partnership with LPL, take a look at this a one-page infographic

It all started as a dream, with hard work, grit, and an insatiable appetite to serve advisors on a completely new level. See the LPL Financial Origin Story below.....



Outlook 2018

The LPL Research Midyear Outlook 2018: The Plot Thickens presents guidance on how the return of the business cycle may unfold during the remainder of 2018 and beyond, along with the investment insights to help investors navigate the twists and turns.

View the complete publication,featuring insightful commentary, as well as economic and market guidance for 2018 and beyond.

Read the client letter from John Lynch, Chief Investment Strategist, LPL Research here

Read the executive summary here


Outlook 2018

The LPL Research Outlook 2018: Return of the Business Cycle highlights the opportunities and potential challenges that may lie ahead for market participants as we get back to the traditional drivers that we'd expect to push the economy and markets forward.

View the complete publication, featuring insightful commentary, as well as economic and market guidance for 2018.

Read an overview of Outlook 2018 by John Lynch, Chief Investment Strategist, LPL Research here

View the YouTube video below, featuring LPL Financial's Managing Director, Investor and Investment Solutions and Chief Investment Officer Burt White and Chief Investment Strategist John Lynch.


COGENT INVESTOR LOYALTY STUDY

Thank You! Survey Shows LPL and Its Advisors Are No. 1 in Investor Loyalty

When we recommend an investment decision, we think about the long term. It's the same way we think about our relationships with you and your families: We value the trust and commitment we've cultivated with you, and we're proud to work alongside you to pursue your life and financial goals for years to come.

Loyalty means a great deal to us and all the advisors in the LPL Financial network. It means that our clients trust the value and commitment we bring to helping them pursue their life and financial goals.

That's why we're so honored to share the news that LPL and its network of independent financial advisors were ranked No. 1 in investor loyalty in a recent nationwide survey. We're proud to be part of a network that's a recognized industry leader in providing quality personal service-and it's an even greater honor that LPL has risen in these rankings in each of the past three years.

The rankings are among the findings in Investor Brand BuilderTM, a Cogent ReportsTM study released by Market Strategies International in which 4,408 affluent investors were surveyed.

he study explored the key aspects of client experience that drive investor loyalty. Across each of five top drivers of investor loyalty, LPL earned No. 1 rankings by exceed client expectations in the following areas:

Thank you for your continued business. We appreciate the chance to help you work toward your financial goals and we look forward to working even harder for you and building upon our successful partnership.

Read more about our No. 1 ranking here.

This material was prepared by LPL Financial.

ABOUT THE REPORT Market Strategies International's Cogent Wealth Reports: Investor Brand BuilderTM provides a holistic view of key trends affecting the affluent investor marketplace. The November 2017 report is based on a web survey of over 4,000 affluent investors, who hold $100,000 or more in investable assets. A total of n=82 LPL advisor clients were represented in the study. Customer Loyalty is based on how likely the participant would recommend each of their investment account companies to friends, family, or colleagues. Participants also evaluate their investment account companies using a 5-point rating scale across 10 aspects of client experience.


"Midyear Outlook 2018: The Plot Thickens"

Read the client letter from John Lynch, Chief Investment Strategist, LPL Research here

Read the executive summary here

Download the full presentation here

Copies of the Midyear Outlook documents are available from our office


Don't Just Say It, Do It - Start Saving (Infographic)

Different life milestones require updated investment strategies. Learn how to start saving.

View the graphic here


The 5-Year Countdown to Retirement

Five years before they retire, older workers should start focusing seriously on the big changes ahead.

Read the full article here


Start Saving For Long-Term Healthcare

At least 70% of American aduts will need long-term care services and support sometime in their lifetime. How will you plan to pay?

View the graphic here


Your retirement checklist

Follow through on these items before your "second act" begins.


9 Essential Estate-Planning Documents

Dying without a will leaves your heirs with a potential mess. And yet, 64% of Americans die without one. Prepare these nine documents and your heirs will thank you eternally.

Read the full article here


Read about ACH Investment Group in the news

Raleigh News and Observer, August 25, 2015 - "Dow drops 588 points in wild day of trading"

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The economic forecasts set forth in the presentation may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Raleigh News and Observer, September 1, 2014 - "Budgeting tips to enjoy solvency in retirement"

The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.

Investing in Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of this program will be attained.

Raleigh News and Observer, July 6, 2014 - "Revisit formula for retirement saving, spending"