Comprehensive Investment Management

  • Thoroughly understand your financial and non-financial objectives
  • Analyze how the moving parts of your life (trusts, taxes, cash flow, family dynamics) will impact your investment strategy
  • Assess your financial and emotional tolerance for risk
  • Develop a truly custom investment strategy that incorporates all of these factors
  • Evolve our strategy as markets change and the moving parts of your life unfold

Employ a rigorous and transparent investment process

  • Manage risk comprehensively.¬† We start with your balance sheet, move on to your cash needs, and finally we create a global investment portfolio that is diversified across all asset classes as appropriate.
  • Generate superior returns by identifying sustainable investment themes, innovative strategies and applying tactical allocation tilts to strategic policy
  • There is no single best investment strategy. All disciplines have strengths and weaknesses, and can have significant differences in short-term performance
  • Evaluate risks through both technical and quantitative tools as well as qualitative scenario analysis

Strategy Setting

  • Research your financial position, assets, liabilities, cash flows, and liquidity considerations to understand and manage around your constraints
  • Assess your current investments and existing managers
  • Evaluate the optimal asset ownership and location to maximize returns

Portfolio Design

  • Formulate an investment policy and strategy that reflects our market forecasts and your constraints
  • Stress-test the policy to confirm the long term probability of meeting your goals
  • Review our analysis and recommendations with you to ensure the portfolio meets your objectives

Enhance returns through tax-optimized portfolio construction

  • Allocate to asset classes on the basis of our expectations of their after-tax returns
  • Employ index strategies for some public asset classes to reduce fees, expenses, trading costs and taxes
  • Incorporate active management when the after-tax and after-fee returns are compelling
  • Improve overall portfolio returns by locating investments subject to high taxes in tax-deferred or relatively low tax-rate accounts

Implementation

  • Manage the implementation process to minimize tax and transaction costs
  • Assess and control risk through ongoing macro research, scenario testing, tactical policy shifts, and portfolio rebalancing
  • Provide clear, comprehensive, and timely reports for portfolio and asset class
  • We can aggregate and report on all your accounts – even those held away from LionsBridge
“A Fiduciary Duty is the highest standard of care at either equity or law… A fiduciary is expected to be extremely loyal to the person to whom they owe the duty (the “principal”): they must not put their personal interests before the duty, and must not profit from their position as a fiduciary . . . “