LOM Financial Ltd. - Page 11



08
The LOM
Method
LOM is guided by an experienced management team from within an efficient corporate structure.
Our in-house portfolio managers, private advisors and trading professionals ensure excellent execution
of your investment strategy. Additionally, our Operations and Information Technology teams are
continuously developing our investment platform to ensure the business runs smoothly and efficiently.
In addition to our experienced in-house managers, LOM’s open architecture platform allows us to work
hand-in-hand with top-tier third party asset managers in the course of achieving our clients’ goals.
Our collaborative investment strategy is then built upon reasonable expectations for risk and returns,
and typically employs a diversified mix of investments to avoid unnecessary risks and maximize
expected risk-adjusted returns over time.
LOM’s Private Asset Management Principles
1. Understand each client’s objectives and risk tolerance.
2. Grow and protect our clients’ assets without incurring unnecessary risk.
3. Add value through a disciplined Asset Allocation approach.
4. Add value within each asset category through global industry/sector allocation and security selection.
5. Reduce portfolio volatility through prudent management of assets.
6. Maintain an open architecture to enable client portfolios to access esoteric and alternative strategies.
7. Manage client portfolios within the disciplines determined in the Investment Policy Statement.
8. Provide clients full transparency; all fees are clearly defined in the Investment Policy Statement.
09





Powered by


Full screen Click to read
Paperturn flipbook
Search
Overview
Download as PDF
Print
Shopping cart
Full screen
Exit full screen