We bring together a client's investment assets to understand them and
an investment strategy that guides investment decisions. After understanding
a client's background, financial goals, time horizon, risk preference and current
position, LLCI develops strategy. With an investment strategy in hand,
we team with elite, highly-skilled, active money managers to implement
day-to-day investment tactics.
We meet with clients regularly.
Annual reviews are never enough. Needs change and the investment
environment changes, so continuous communication is essential.
To ensure unbiased advice, we are paid only from quarterly fees based
on assets under management. It means we work every day to keep clients happy.
We prosper with our clients.