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Portfolio Management, Wealth Planning, Risk Management

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Our Services

Propel Investment Management offers an integrated planning experience that helps bring clarity to our clients as they prepare for a variety of life's financial milestones.                       

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What Is a Fiduciary?

A fiduciary will always act in the best interest of the individual they serve.  It is a fiduciary's duty to provide advice and investment recommendations that are in the best interest of his or her clients.

Our Fiduciary Statement »

Our Technology

Every client of Propel has access to our state of the art technology.  We offer LPL Account view for 24 hour access to your account info, Riskalyze to ensure the proper amount of portfolio risk, and WealthVision to plan for the road ahead. 

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Our Practice

Offices located in Charleston, SC and Chicago, IL

 
 
 

Our greatest fear should not be of failure, but of succeeding at something that doesn't really matter.

— D.L. Moody

 
 
 
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LPL Financial

We are supported by LPL Financial in order to bring our clients the very best financial services experience possible.