At LMC we create unique, diversified portfolios tailored to your individual investment and financial needs. Through a detailed financial analysis, your goals are examined, and a general investment strategy is determined. Once this strategy is in place, your portfolio manager will begin construction of your investment portfolio.

In order to meet the various needs of our clients, we provide two types of investment managed accounts.

Investment Supervisory Account

The Investment Managed Account, which may be integrated with financial and wealth management planning, is based on detailed knowledge of your financial status. Our planning includes net worth review, cash flow analysis, income tax overview, retirement planning, insurance review, and ensuring proper estate documents are in place. We work with numerous independent professionals (attorneys & CPA’s) to whom we can direct our clients, depending on their specific needs. Please refer to the Financial Planning and Wealth Management sections for more details on the services offered.

Once your financial goals have been defined, an investment strategy is determined and we begin creating your investment portfolio. The strategy and portfolio are tailored to your individual situation, and consideration is given to factors such as your risk level, marginal tax bracket, marital status, age, budget, and retirement objectives.

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Managed Account

The Managed Account is based on your investment objective and not on a detailed knowledge of your financial position.

Generally, the investment objectives fall into one of the following categories:

• Maximum Growth
• Growth
• Growth with Income
• Income
  

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