Our Investment Management Approach

Clear, Concise, Tailored PORTFOLIOS

We draw upon our extensive investing experience to build and manage diversified portfolios designed to meet each client's circumstances and long-term goals. We value evidence over emotion and for our clients’ portfolios to withstand varying market environments over the long-term. We review your portfolio on a regular basis and rebalance as necessary according to the goals and guidelines we've established.

TUNE OUT THE Daily MARKET CHATTER

We know that over our clients’ lifetimes there will be market, economic and political events that will create significant emotional challenges. Often times financial plans fail due to reacting to the daily market “noise” and making decisions based on emotions that counter your long-term financial benefit. We believe investment success is largely driven by what we can control which is assisting clients with these short-term hurdles and adhering to a simple and clear investment plan.

Netting MORE OF YOUR EARNINGS

We believe in applying the common sense investment approach that the money that you keep is more important than the money that you make. One way we help grow your wealth is through a low investment fee (primarily low cost index funds), low portfolio turnover approach while keeping in mind tax efficiency.

Click below to see what's included in our comprehensive investment management service offering

LCVA Comprehensive Service Model .pdf

See Our Fee Structure for more information.