THE IMPORTANCE OF ASSET ALLOCATION

INVESTMENT RISK MANAGEMENT

Asset allocation is the single-most-important component of our investment management process. As investment advisors, we focus on creating diversified investment portfolios, based on proprietary performance metrics for all asset categories and your preference for risk. We consider diversification essential to investment risk management, with the additional benefit of allowing for potentially higher risk-adjusted returns.

In all major asset classes, we conduct in-depth, ongoing research to find the managers we think will best serve our clients in terms of risk, return, costs and fees. Your LNWM portfolio is then customized to fit the level of diversification required to meet your goals.

NOT JUST BUY-AND-HOLD

Determining your long-term asset allocation is just the start of our investment management process. We then closely monitor each of your investments and asset managers to ensure they’re performing as expected. And we alert you to new, short-term opportunities as market conditions change. Your advisor – working closely with our Investment Strategy & Research specialists – will suggest tactical, short-term moves to complement your long-term strategy.

Read more about Strategic and Tactical Asset Allocation.