Areas of Focus

Wealth Managed to a Higher Standard

We specialize in working with wealth creators – families who have successfully founded, financed and managed privately- or publicly-held businesses – by providing them with objective, tailored solutions that enhance their lives while maintaining strict standards of integrity and professionalism.

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Dynamic Wealth Management for the family

We work with private clients to provide a custom framework of family office services tailored to their specific needs, objectives and circumstances.

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Corporate Executive Services

Many of our clients are founders, corporate executives or board members of public companies with significant investable assets including concentrated equity ownership.

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Four Step Process

We utilize a 4 step process to implement comprehensive, personalized financial plans that encompass all aspects of wealth management. Our role is to understand our clients' needs, establish a course of action, supervise the implementation of the plan, and monitor the process to minimize client time commitment. The focus of our investment philosophy is centered upon preservation of capital and maintaining purchasing power.

LK Wealth and Asset Management Process

1. Analysis and Planning

Long term planning is perhaps the most critical aspect of portfolio management. Our goal is to help clients carefully evaluate their most important needs, understand their risk tolerance, and formulate written objectives oriented towards meeting those needs.

2. Monitoring and On-going Management

Monitoring a client's investment portfolio on an ongoing basis will helps ensure that the investment strategy is meeting their objectives. We meet on a regular basis to review their portfolio, monitor performance, and respond to any changes in their financial circumstances and in the financial markets that may affect their investment philosophy.

3. Implementation and Execution

Implementing the investment plan is the third step. Our team performs rigorous ongoing research and due diligence on all managers and investment vehicles being used or considered. With our open platform, our clients are not tied to any one product, security, or asset management company.

4. Asset Allocation

As an investor participating in the global markets, you may generate investment returns from three primary sources: Strategic Allocation, Tactical Allocation, and Manager/Investment Allocation. We take a long-term investment view and utilize a personalized model driven approach executed with an asset preservation emphasis.

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