Investments
Unique Investment Solutions
At Lamarck Group, we understand that protecting and growing substantial wealth requires a specialized approach, so thanks to our expertise in global markets, we can offer a comprehensive range of investment opportunities while providing high levels of service.
Over generations, the world's wealthiest families have maintained their status by building investment portfolios guided by disciplined, long-term strategies. Understanding this, we work closely with you to create a customized investment plan that aligns with your risk tolerance, return goals, and special requirements.
Our team of global asset management professionals assists you in constructing a portfolio that is complemented by alternative, diverse asset classes. These opportunities can be explored through portfolios, capital markets strategies, and highly scrutinized third-party traditional and alternative investment managers.
Lamarck Group ensures you receive the same level of ideas, access to resources, and opportunities as some leading institutional investors, with the added advantage of our global expertise.
Our Approach
Our investment philosophy serves as the guiding principle that steers our approach to preserving and growing your wealth and is based on three principles:
Your return objectives, risk tolerance, and other criteria are the foundations on which we select the strategic asset allocation, which is tailor-made. We forecast returns over ten years based on valuations, leading to different recommended allocations applied to various asset classes, and prioritize protection from severe losses during market crises rather than simple volatility, ensuring a robust risk management framework.
We regularly rebalance and evaluate systematic risk, ensuring a disciplined approach to asset allocation and portfolio oversight that allows you to remain fully invested for the long term. Additionally, we can conduct a bespoke analysis to provide deeper insights into your portfolios' risk exposures and potential opportunities.
A team-oriented approach lies at the heart of our commitment to meeting your portfolio's needs, with your dedicated Account Manager working closely with specialists to provide customized investment advice, market perspectives, and strategies. Throughout Lamarck Group, our team approach extends to timely insights into economics, asset classes, and investment strategies shared by our Leadership Team.
We analyze your entire wealth to identify potential opportunities and risks. Regardless of the geographical location of your business, family, or personal interests, you can expect the same exceptional service from Lamarck Group.
