Language | 
English
Spanish
Bespoke Discretionary Account Management
Managing your investments is essential, however, it may require more time and attention than your busy schedule permits. At LOM, we build customised portfolios to reflect your needs, risk tolerance and preferred level of engagement for investors with investable assets of US$1 million and higher. Our process is rigorous, inductive and includes a healthy exchange of ideas across the organisation. The result is a carefully constructed portfolio that is tailored to the your specific investment and estate needs.
Our Process
We first determine an investor’s goals, and discuss any constraints for the discretionary portfolio management in order to achieve a realistic and comprehensive investment mandate or financial plan.
Our asset managers and analysts use advanced tools to conduct capital market research.
Our initial asset allocation is arrived at after an extensive analysis of each client’s unique wealth objectives, personal profile and risk tolerance level.
Our Discretionary Portfolio Management Strategy
-
Top down sector & regional allocations
We start with a top-down analysis around the state of the economy and various markets. This strategy analyzes macroeconomic factors such as GDP growth, inflation, and unemployment to inform investment decisions.
-
Bottoms up security selection
Next we focus on individual companies, stocks, funds, and other investments considering their fundamental qualities of a business, stock, or investment opportunity.
-
Quantitative backbone
Massive amounts of data (such as valuations, quality, liquidity, yields and the speed of price changes) are monitored, considered and analyzed by our expert asset management team using advanced technology and algorithms.
-
Combined with qualitative overlay
Our team takes all this information and applies the unique circumstance of the individual client’s needs, goals, risk tolerance and time horizons to design an efficient portfolio.
Our collaborative investment strategy is then built upon reasonable expectations for risk and returns, and typically employs a diversified mix of investments to avoid unnecessary risks and maximise expected risk-adjusted returns over time.
In many cases our clients have multiple objectives – for example, retirement, schooling for children or grandchildren, legacy planning or operational business funding. These needs are all taken into account when developing the optimal discretionary portfolio allocation and management, to ensure our service meets our client’s needs.
