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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.
- 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.
- Using the client profile, we establish an asset allocation policy for the client that will maximize investment returns relative to risk tolerance.
- We create a well-diversified portfolio for our clients with access to nationally prominent money managers.
- In order to ensure that client needs are met, we monitor every portfolio to ensure that it remains consistent with the asset allocation policy.
- 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.
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