Proprietary Investment Tools

Larkins & Larkins has access to proprietary investment tools that are unavailable from most other firms. These investment options allow us to potentially serve your needs with the right returns and the right level of risk. Our proprietary investment options have demonstrated performance above many other investment approaches.

As an example, Larkins & Larkins can offer you the NYSE® Zebra Edge® Index that was designed to leverage cutting-edge research in behavioral finance to generate higher returns with less risk. The low daily volatility of this Index potentially allows for much higher fixed indexed annuity index participation rates. This is the amount of positive index performance used when calculating interest earnings, as compared to traditional large-cap index options. Remember, you have access to potentially higher returns and less volatility when you work with Larkins & Larkins.

Hidden Dangers of Volatility

Impact of Volatility on Three Hypothetical Portfolios

As another example, we can offer you the J.P Morgan Mosaic II Index which uses some of the same investment philosophies used by the largest institutional investors seeking positive returns in both good and bad market environments. With a strategy to potentially generate consistent returns while managing volatility, the index is founded upon three core principles:

  • Broad Diversification
  • Greatest Momentum
  • Volatility Smoothing

Our wide array of proprietary investment options allow us to properly select the solutions best suited for you to meet or exceed the goals you have in mind.

Leadership

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