Advisory Management Services
LMC Capital advisory management service is suited to clients who wish to take an active interest in their investments but feel they would benefit from supplementary guidance and assistance with construction, deployment and the ongoing monitoring of an investment portfolio. Advisory clients have the same degree of access to the same investment and portfolio managers as do clients of the Bespoke Discretionary Management service but, while our professionals still identify opportunities and assets they feel would be suited to a client’s portfolio, they must obtain authorization before they can go ahead and execute an investment decision.
They are on hand to provide a “second opinion” in instances where clients may not be sure about opportunities or assets they have identified through their own efforts
- Investment opportunities will be identified by a fully qualified investment manager.
- Such opportunities will always factor in your appetite for risk and your objectives
- Clients can add stipulations that investments are not to be made in any industries they consider unethical; armaments, munitions, tobacco etc.
- Investment professionals are on hand to discuss any investment ideas clients may have