Some of the key factors considered in determining your objectives and documented in the INAQ include:
Lakson Managed Accounts
Lakson Managed Accounts caters to retirement funds, family offices, corporations and endowments by creating a bespoke solution. In managing your assets we believe in balancing your investment objectives with your tolerance for risk, your cash flow requirements and other factors.
- Investment time horizon
- Liquidity and income needs
- Risk tolerance
- Investment constraints and restriction
Our goal is to develop an appropriate asset allocation customized to your firm’s unique needs. Subsequently, we make strategic adjustments to your asset allocation as necessitated by changes in your needs and based upon the ever-changing risks, opportunities and relative value in the financial markets.
Designed with one purpose in mind- to help you grow and preserve your assets- Lakson Investments Investment Committee (IC) is comprised of our firm’s most senior investment professionals.
The IC meets at least weekly to:
- Assess the macroeconomic environment
- Identify risks, opportunities and relative value in the financial markets
- Set asset allocation guidelines for the major asset classes, sectors and individual stocks
The Lakson Investments Team considers the ICs guidance in formulating your initial asset allocation and is continually alert for any changes necessary to keep your asset allocation on target. The result is confidence that your asset allocation is thoughtfully constructed and maintained to serve your needs over time.