LOM Financial Ltd. - Page 8



06
Wealth
Management
07
LOM Proprietary Managed Mutual Funds
We manage a series of conservative mutual funds, ranging from money market and fixed income funds in
multiple currencies, to global equity funds. One of the advantages of investing in mutual funds is that they
allow access to professionally-managed and well-diversified portfolios of equities, bonds or other securities
that may otherwise not be available or may be uneconomical for many investors.
• Long, conservative track record in international markets
• Top tier performance and track records within peer groups
• Top Morningstar ratings
• Transparent fee structures
• Global and sector diversification
• Integral part of any investment portfolio
• Daily or weekly redemptions and subscriptions; easily executed through your LOM account
• Independent administrator: Beacon Fund Services (Bermuda) Ltd.
• Audited annually by Deloitte
• Managed in-house, offshore
LOM’s investment team has experience in managing the nuances of mutual funds for the last twenty years,
proven by the funds’ impressive track records of out-performing their benchmarks on a consistent basis.
Captive Insurance Asset Management - The LOM Captive Program
LOM’s head office and asset management team is located in Bermuda, the largest captive domicile in the world
and with branch offices in the Cayman Islands, the world’s second largest captive domicile, LOM is best
positioned to meet your needs. Our local relationship teams work in conjunction with our portfolio
managers to tailor each portfolio to the needs of your captive, and are available for face-to-face meetings.
Combining our suite of mutual funds with discretionarily managed portfolios allows us to meet the mandate
and goals of your investment policy statement.
Asset Management Services
• Investment management
• Investment advisory services
• Cash management and international treasury services
• Custody services
• Investment policy consulting
Fees
Our blended fee structure is very competitive and includes investment management, administration and
custody services at no-added cost. This unique fee structure offers a cost benefit as compared to using a
separate investment manager and custodian bank.
Online Access and Flexible Reporting Capabilities
Our state-of-the art reporting and accounting system offers custom reporting and 24-hour access to your account.





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