Investment Management
Customized Solutions for Discerning Investors
Lamarck Group specializes in planning, creating, and managing tailored investment portfolios using a range of investment strategies that incorporate global and regional-focused equity, fixed income, and multi-asset class approaches.
As every investor has their own objectives, needs, and risk tolerances, we shape each strategy according to these predetermined limitations and factor in all other relevant considerations when forming each investment portfolio.
We have a thorough investment process, which includes conducting in-depth research and due diligence and carefully evaluating each investment to ensure it aligns with the investment philosophy and objectives of the portfolio.
Depending on the client profile, we may use equity, fixed-income, or alternative investment strategies, including private equity, IPOs, or cryptocurrencies.
Each portfolio is individually crafted and strategically diversified across asset classes to deliver stability and consistent long-term returns. In addition to the traditional day-by-day portfolio management, if we see the prospect of capitalizing on short- or long-term opportunities to enhance returns and create added value, we do, subject to remaining aligned with the client profile, investor type and other limiting factors.
By taking advantage of these market dislocations and high-conviction themes, we aim to enhance investment outcomes.
Our commitment extends beyond the initial portfolio construction as we carefully review risk management and diligently monitor investments to ensure portfolios remain correctly balanced and aligned with the stated objectives and the client profile. As market conditions evolve, the political environment changes, or new opportunities emerge, we assess and adjust portfolio balances, weightings, and asset allocations.
At Lamarck Group, we recognize that effective wealth management requires close personal attention and forward-thinking strategies in addition to skill, knowledge, and experience. All portfolios are constructed to achieve specific goals and give you peace of mind knowing you are on the right path to achieving your financial goals.