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Private Client Asset Management

Private Client Investment Management

LOM Asset Management offers a wide array of products designed to meet your specific investment objectives. Our primary mission is to grow and preserve our client’s assets.

Our process is rigorous, inductive and there is a healthy exchange of ideas across the organization. Through our Investment Policy Committee, you will have direct and indirect exposure to an organization of very bright professionals who are experts in a variety of specialty areas. It is similar to having an investment think-tank complete with comprehensive consulting, portfolio management and operational capabilities at your beck and call.

We look at each client as a unique opportunity. No two clients are the same thus there is not a blueprint that can be uniformly applied. We present each client with a comprehensive investment plan that explains the logic of the asset allocation and investment strategy we’ve developed.

This is a meticulous process in which we devote tremendous time. The end result is a carefully constructed portfolio that is tailored to your specific needs.

Investment Philosophy

The primary objective is to exceed client expectations without incurring unnecessary risk in the process of achieving this goal.

Our principles of investment management are:

• Add value through the Asset Allocation Decision.
• Add value within each asset category through industry/sector allocation and through security selection.
• Reduce portfolio volatility through prudent management of assets.
• Manage client portfolios within the parameters determined in the Investment Policy Statement.

Statement of Investment Policy & Goals

LOM Asset Management views the Investment Policy Statement as the most important attribute of prudent investment management. LOM Asset Management’s detailed Investment Policy Statements identify a client’s Return Objectives, Risk Tolerance, and Portfolio Constraints (Liquidity, Legal Requirements, Unique Circumstances, Time Horizon, and Tax Situation). Next, a Strategic Asset Mix is created that will enable the portfolio to achieve these objectives while assuming the lowest risk possible. Then asset mix policy weights and ranges are established to ensure the client’s Risk Tolerances are not exceeded. Finally, the method for measuring portfolio success is developed while establishing an appropriate benchmark portfolio.

Licensed to conduct Investment Business by the Bermuda Monetary Authority.