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Lockey Investment Group’s mission is to provide our clients with exclusive access to a powerful, Independent, integrated platform to deliver revolutionary wealth management solutions through a network of the Nation’s renowned specialists. Our vision enables our clients to execute their strategies with confidence in a conflict free environment.
In Our Corner (January 2004)

Al King, Co-Founder & Chairman of SDTC, Former National Director of Estate Planning for Citigroup speaks. More>>

More about Al King
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Featured Services
Client Counseling
Investment Management
Liability Mangement

The Lockey Platform

Integrated Solutions . . . Uncommon Wisdom-LIG’s unique strategies combine traditional models from the public sector with visionary ideas from the private sector.

Exclusive Access to state of the art Estate Planning techniques from the World’s leading Estate Strategist

Cutting Edge Tax Strategies utilized by Premier Family Offices.

Portfolio Review, Design and Implementation combining Active and Quantitative modeling techniques.

Unique Credit Facilities and Liability Management to supplement Cash Flow

Concentrated Stock strategies, Alternative Investments and Hedging techniques

Access to the Private Equity Marketplace

Renowned Specialists . . . Superior Service - LIG Delivers.
Lockey News - January, 2004

What To Do In An Extended Market?
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HISTORY DOESN'T REPEAT ITSELF; IT SIMPLY RHYMES
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Three Market Misconceptions
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Lifespan of a bull market:  Shortest, longest since 1900
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