Investment Services

We believe that the pursuit of your financial goals deserves full-time professional advice. Whether you are saving for retirement or accumulating wealth, the advice of your Dugan & Lopatka Financial Services, LLC advisor can add value to your current investment strategy.

Your Dugan & Lopatka advisor can help you define your long-term investment objectives and build a personalized investment portfolio designed to achieve your goals while balancing your risk tolerance. What's more, by not losing sight of your long-term goals, Dugan & Lopatka advisors are committed to helping you ride out short-term market fluctuations.

We recognize the importance of getting to know you, your financial needs, your financial goals, and your lifestyle. Independence and lack of proprietary products give us the freedom to select investments that are most appropriate for you. Your Dugan & Lopatka advisor has the flexibility to choose from a wide range of financial instruments. Whether you are looking for institutional portfolio management services, assets under management services or individual investment purchases, we can help.