ACH Investment Group ... TRUST is our primary mission


Stuart Rodwell, Evelyn Pizzolato, Charles Parks, Janet Fox

ACH Investment Group, Inc. Celebrates Silver Anniversary

October 1st marked our 25th anniversary. We did not want to let this occasion pass without telling you how much your confidence in us and your patronage have meant to us during the past 25 years.

We are all well aware that our growth is due to your trust in us. In the years ahead, we will continue to provide you with the service you have come to expect and deserve from our firm.

Again, thank you for your business.

All of us at ACH Investment Group, Inc.

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 leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfil their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

  • Enabling technology
  • Comprehensive clearing and compliance services
  • Practice management programs and training
  • Independent research

LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.

The firm's mission is clear: We believe that objective financial guidance is a fundamental need for everyone. We enable our customers to focus on what they do best-create the personal, long-term client relationships that are the foundation for turning life's aspirations into financial realities.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs. They do so by using the firm's tools and resources that help them discover their clients' priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients' lives; and make product recommendations that put clients on the path to pursuing their goals.

For more information about LPL Financial, visit www.lpl.com

*As reported in Financial Planning Magazine, 1996-2015, based on total revenue.


Outlook 2017

In 2016, financial markets, the economy, and geopolitics experienced an unusual number of milestones that have come together to influence the investment landscape: a new president and administration, the stabilization of oil prices, and the end of an earnings recession. Being prepared for 2017 is about gauging these and other milestones, understanding their significance, and responding without overreacting. The LPL Research Outlook 2017: Gauging Market Milestones features market guidance, with forecasts for stocks, bonds, and the economy, that can help you to read the gauges and make adjustments in the year ahead, while staying strategic and maintaining a long-term investment view.

View the complete Outlook 2017: Gauging Market Milestones


LPL FINANCIAL AND ITS ADVISORS RANKS FIRST IN CUSTOMER LOYALTY IN NEW STUDY BY COGENT REPORTS (added 2/17)

LPL Financial is proud to announce that the firm and its advisors have been ranked No. 1 in net customer loyalty among 24 leading financial distributor firms, according to findings from Investor Brandscape®, a Cogent Reports™ study released by Market Strategies International.

Read the press release here


"Fed Raises Rates" Client Letter by John Canally - December 15, 2016 (added 12/16)

The Federal Reserve's (Fed) policy-making arm, the Federal Open Market Committee (FOMC), raised its target for the federal funds rate by 0.25% (25 basis points) yesterday as expected at the conclusion of its two-day meeting.

Read the letter here


"Election 2016" Client Letter by Burt White - November 9, 2016 (added 11/9)

Donald Trump has completed his landmark quest and will become the nation's 45th President after a contentious and often divisive campaign.

Read the letter here


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)

With retirement in the not-too-distant future, you can get a lot done. Here is a countdown of tasks needed to prepare for retirement.

Read the full article here


Start Saving For Long-Term Healthcare)

The cost of long term care is rising. Learn more about how you can plan ahead

View the graphic here


Tips to Help You Retire Early: Use this preparedness checklist

Think you're ready to hop off the hamster wheel? Use this checklist to help determine if you're ready for early retirement.


9 Essential Estate-Planning Documents

61% of Americans die without leaving a will for their heirs. 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"