Portfolio Design & Estate Planning

Central to offering this service is the independent financial review. LMC Capital’s advisors gather all information on existing financial arrangements including investments, pension provisions and other assets & liabilities.

This information forms the foundation for the recommendations we will eventually make and it is essential that it is carried out as thoroughly as possible.

At LMC Capital our investment philosophy is based upon a structured, disciplined and risk controlled approach to portfolio design. In order to protect our clients’ capital and increase their wealth, we implement a macro-economic approach to investing which is asset allocation driven. We look at key macro-economic indicators like interest rates, individual sector growth, economic growth and even geo-political factors before arriving at a shortlist

Following this process and, depending on the prevailing stage in the economic cycle, our advisors allocate assets which best reflect the client’s risk tolerance and the overall economic outlook our analysts expect to prevail over the term of the investment.

Relying on a proven approach to investment success, we:

  • Build a portfolio that mitigates risk while maximizing long-term growth potential.
  • Help clients ascertain their most favorable asset allocation.
  • Opt for a “best in breed” blend of investments that furnish our clients with the best possible return on their initial investment.
  • Monitor results against set targets.

LMC Capital sets great stock in the need for flexibility when devising client portfolios. The portfolio must be adaptable and flexible enough to change as the client’s life circumstances evolve. There is little use in a portfolio that ties up capital that may be needed for a significant event such as purchase of a home or the financing of a business venture. It is imperative that clients be as open-minded and realistic as possible when providing this information.