EXAMPLE PAGE - BROCHURE - LOM - Flipbook - Page 6
04
Wealth
Management
05
The LOM Group specializes in developing and managing customized investment strategies. We believe that
your investment profile should be as individual as you are. That’s just one of the reasons why our services
have earned such a high reputation. By leveraging our international branch offices, private bankers, and highly
qualified Chartered Financial Analysts (CFAs), we are able to facilitate our clients’ investment needs from
each of the jurisdictions in which we are located, as well as offer a diverse range of products and portfolios
designed to meet your individual investment objectives.
Discretionary Managed Portfolios
For investors with accounts of US$4 million and higher, we can build customized portfolios. Our asset
managers and research analysts use advanced analytical tools to conduct capital market research. Our process
is rigorous, inductive and includes a healthy exchange of ideas across the organization. The end result is a
carefully constructed portfolio tailored to the client’s specific investment and estate needs. Your LOM
discretionary portfolio is benefited by an investment think-tank in the form of the LOM Investment
Committee, a group of experienced investment professionals. We incorporate our global investment
insights into the design of an efficient portfolio, specifically tailored to your long or short-term goals.
Separately Managed Accounts
LOM offers three global investment strategies to investors who wish to hold individual security positions
and benefit from professional management. These separately managed account strategies are:
• Equity Growth Strategy
• Fixed Income Strategy
• Dividend Value Strategy
Separately Managed Accounts (SMA) provide an efficient vehicle for investors who wish to hold individual
stocks or bonds in a professionally managed account and are not interested in investing in traditional
mutual funds.
As a result of our investment in technology, LOM has been able to significantly reduce the minimum investment
required to establish an SMA account to US$500,000. Now a much broader group of affluent, high net worth
investors can access the benefits of customized portfolio strategies in their corporate or individual account.
