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Trust Consulting and Services

At LLG WM&P, we understand the unique requirements of affluent investors who prefer a more personalized approach to wealth management. To accommodate the needs of our clients, we use a five-step asset management process based on prudent investment strategies.

  1. Through personal consultations, we develop a comprehensive client profile to get a clear idea of a client’s investment goals, time horizon and investment style.

  2. Using the client profile, we establish an asset allocation policy for the client that will maximize investment returns relative to risk tolerance.

  3. We create a well-diversified portfolio for our clients with access to nationally prominent money managers.

  4. In order to ensure that client needs are met, we monitor every portfolio to ensure that it remains consistent with the asset allocation policy.

  5. Regular communication with the client is important to us, so we give our clients comprehensive performance reports and detailed statements, including total asset value and a record of all transactions.
Trust services offered through The Private Trust Company N.A., an affiliate of Linsco/Private Ledger Corp.

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