Investment Process
Prudent asset management goes well beyond allocating assets1 into different investment vehicles. It encompasses an entire process that includes in-depth assessment, thoughtful and personalized planning, and ongoing analysis and reporting. We employ a continuous and dynamic wealth management process to help ensure that our strategies align with each client's evolving goals and objectives. We believe that diversifying1 investments across multiple asset classes is central to successful investment management. By measuring the historical valuation of various asset classes and evaluating current global market conditions, we formulate a view of the absolute and relative attractiveness of strategic asset classes. This process and perspective allows us to underweight or overweight asset classes based on their fundamental attractiveness to help meet the individual objectives of our clients.
Our independent approach to investing allows us broad access to investment managers. To streamline the selection process, we use a rigorous and thorough methodology to identify managers who we feel provide consistent performance versus their benchmark on an after-fee, after-tax basis with less risk. We use both quantitative and qualitative evaluations as well as both internally generated and external sources of information to analyze and report on our managers. We also place significant emphasis on optimally combining different managers in client portfolios to further enhance diversification and outcomes. For situations where we are unable to identify an active manager who meets our demanding standards, we invest in thoroughly researched individual equity and fixed income securities and/or passive investment strategies. Our process encompasses the following steps:
- Define Client Investment Needs and Objectives
- Develop Short and Long Term Investment Strategies
- Design Appropriate Asset Allocation Models
- Evaluate and Select Managers, Individual Securities, and/or Passive Index Strategies
- Implement Portfolio Strategy
- Monitor, Analyze and Report on Investment Results
- Consider Changes in Objectives, Strategy, and Investments
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. LG Wealth Management, LLC is not affiliated with Kestra IS or Kestra AS.
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