LGL delivers customized investment solutions. Our relationship with our clients is comprehensive-enabling us to design a plan for the long term, while recognizing that being tactically nimble can help to manage risk. By developing a personal risk profile and identifying wealth management goals, we initially structure a plan to guide the investment process. We formulate a suitable asset allocation, research and select appropriate investment vehicles, tactically adjust your portfolio as opportunities emerge, rebalance as necessary, monitor, and clearly report the results.
LGL identifies opportunities in all asset classes. We use proprietary tools and software to add an additional layer of return and risk quantification when considering potential allocations for our families. LGL believes that managers should be rewarded for their ability to earn a return above and beyond the return delivered by the market. We separate alpha from beta to carefully evaluate investment results.