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ACH Investment Group ... TRUST is our primary mission

ACH Investment Group ... TRUST is our primary mission

OUR COMPANY

Founded in 1991, ACH Investment Group is a team of dedicated, experienced professionals who will work toward helping you meet your life objectives by offering a wide variety of financial strategies from a host of providers and by tailoring plans to your needs. We have a proactive investment philosophy that focuses on your present needs as well as your future goals, adjusting for any unexpected surprises that life may throw your way.

Introduction to ACH Investment Group

TRACKING #1-05186612

What clients are saying about ACH Investment Group

“Janet Fox has served as my financial advisor for the past ten years. She has steered me toward investments that would better balance my portfolio and be as low-risk as possible. I had told her when I became her client that I'm not a big risk-taker and that I did not want to invest in companies that made money at the expense of the environment or humanity. She has stayed true to those parameters and I am very pleased with her services!”

Carol R.

Retired Education Administrator
February 9, 2024

“Janet is the rare whole package I was searching for in a financial advisor/manager.  She is undoubtedly wicked smart, knowledgeable and professional. It is the non-formulaic strategies and meticulous customer service, though, that sealed the deal. She has surpassed my expectations.”

Jamie W.

Retired Physical Therapist
January 23, 2024

“I would like to personally recommend Janet Fox. She is remarkably accomplished in her chosen field, astute and well credentialed. She had been a godsend in my world for which I will be ever grateful.”

Karen W.

Retired Director Arts and Entertainment
December 6, 2023

“We have been working with Janet for many years and are so comfortable with her helping us manage our finances. She is incredibly professional, knowledgeable, and is always on top of the current market activities. She truly looks out for us and lets us know when it is time to take action.”

Duncan W.

Retired Engineer
March 17, 2023

“Janet’s knowledge and acumen for financial matters is always evident, but it is her love of what she does that shines through and evokes a sense of comfort and confidence that puts her clients at ease.”

Valerie W.

Retired
March 17, 2023

“I have known and worked with Janet Fox for the past five years. She is always pleasant, and a true professional in every sense of the word. She is responsive to her clients’ needs and questions at all times. Janet holds herself to a very high standard. Having worked with several financial planners, I firmly believe that Janet is one of the best. In working with Janet, you can rest assured that your investment portfolio will be in good hands.”

Bonni G.

Retired HR Manager
March 22, 2023

This statement is a testimonial by a client of the financial professional as of the date shown. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

HOW CAN WE HELP YOU TODAY?

Midyear Outlook 2024: Still Waiting for the Turn

Expanding on our initial 2024 Outlook, “A Turning Point,” this midyear update offers fresh insights into the economic and market landscape, along with their potential impact on investment portfolios.

Client Letter | July 03, 2024

Dear Valued Investor, Stocks finished the first half of the year the same way they started — with solid gains. Strong rallies from big tech names, combined with somewhat softer economic and inflation data, helped propel the S&P 500 to its seventh monthly gain in...

3Q2024 ACH Newsletter

Download our latest Money Management Newsletter. Contact us for copies of prior newsletters.

Global Portfolio Strategy | June 08, 2024

The LPL Strategic & Tactical Asset Allocation Committee (STAAC) determines the firm’s investment outlook and asset allocation that helps define LPL Research’s investment models and overall strategic and tactical investment thinking and guidance. The committee is...

Client Tax and Retirement Resources

Midyear Outlook 2024: Still Waiting for the Turn

Expanding on our initial 2024 Outlook, “A Turning Point,” this midyear update offers fresh insights into the economic and market landscape, along with their potential impact on investment portfolios.

Client Letter | July 03, 2024

Dear Valued Investor, Stocks finished the first half of the year the same way they started — with solid gains. Strong rallies from big tech names, combined with somewhat softer economic and inflation data, helped propel the S&P 500 to its seventh monthly gain in...

3Q2024 ACH Newsletter

Download our latest Money Management Newsletter. Contact us for copies of prior newsletters.

Global Portfolio Strategy | June 08, 2024

The LPL Strategic & Tactical Asset Allocation Committee (STAAC) determines the firm’s investment outlook and asset allocation that helps define LPL Research’s investment models and overall strategic and tactical investment thinking and guidance. The committee is...

Client Tax and Retirement Resources

HELPFUL CONTENT

Midyear Outlook 2024: Still Waiting for the Turn

Expanding on our initial 2024 Outlook, “A Turning Point,” this midyear update offers fresh insights into the economic and market landscape, along with their potential impact on investment portfolios.

LPL Research’s Outlook 2024 | A Turning Point

LPL Research’s Outlook 2024: A Turning Point delivers market insights on what we can expect in the economy, policy, stocks, and bonds for 2024. In 2024, WE BELIEVE MARKETS will make a definitive turn to a more recognizable place. En route, the transition will be...

Midyear Outlook 2023 | The Path Towards Stability | July 12, 2023

At LPL Research, our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme we could all embrace six...

Key Considerations for Finding the Best Financial Advisor

To find a financial advisor that can best meet your needs, create a plan that will help you gather the information you need to make an informed choice.

Reasons to Work with a Financial Advisor

Even if you have the time and inclination to take on your own financial planning and investing, there are situations for which hiring a financial advisor may be a better option.

The LPL Advisor Difference

Cliché as it sounds, all financial advisors aren’t the same. Objectivity, experience, values, and access to LPL Financial’s vast resources are among the factors that we believe set LPL advisors apart.

RESEARCH

The Bond Market: Fixed Income's New Reality | LPL Street View

Lawrence Gillum, LPL Financial’s Chief Fixed Income Strategist, discusses bond benefits and how they reduce overall portfolio volatility compared to stocks.

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Clients, please do not use this form to send us trading instructions or account changes. Please call our office to review trading or personal information.

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