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Lunka Investment Group
Victor “Vic” Lunka, CFP®
Derek Lunka, CFP®

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600 College Avenue
Clemson, SC 29631
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Phone: 864-653-7702
Toll Free: 855-653-7702

Our Team
Victor W. Lunka, CFP®
Senior Vice President – Investments
Discretionary Portfolio Management

Derek W. Lunka, CFP®
Financial Advisor
Discretionary Portfolio Management

Teresa Tsipis
Registered Financial Client Associate

Sara Davis
Sr. Registered Financial Client Associate
Located in Mentor, Ohio

Overview

At Benjamin F. Edwards & Co., the Lunka Investment Group concentrates on portfolio management and asset allocation, while also understanding the importance of liquidity, yield, tax planning, and wealth preservation.

Our team is comprised of four individuals who are dedicated to building long-term relationships by adhering to the “do unto others” tenet of the Golden Rule. With clients in 35 states, the Lunka Investment Group is committed to providing the service our clients need – when they need it – at a location that is convenient to them.

Areas of Concentration

  • Asset allocation and diversification through discretionary portfolio management
  • Trusts, estates, and wealth transfer
  • Retirement income and cash flow
  • Separately managed accounts using world-class money managers
  • Planning for corporate executives, affluent families, and successful business owners with $100,000 or more of investable assets

We joined the Benjamin F. Edwards & Co Clemson, SC. office from another location in 2015 and share the firm’s commitment to putting our clients’ interests first and operating in an atmosphere of trust, integrity and mutual respect.