At Lamarck Group, we understand that the time and resources needed to manage a complex investment portfolio increase as wealth builds and assets are diversified. That's why we have a dedicated team specializing in analytics that helps you simplify your investments and have a clear picture of potential risks and possible new opportunities.
Accurately calculating exposure to risk exposure is difficult, especially when holdings are with multiple managers or in different countries. We appreciate those challenges and do our best to give you the clarity you need by focusing on portfolio construction, risk management, and global investment strategies that help you make better investment decisions.
Our portfolio analytics services cater to clients with diverse backgrounds, including wealthy individuals and their businesses, trusts, endowments, foundations, and family offices. We understand that each has unique requirements and goals, and by thoroughly understanding your situation and objectives, we can highlight potential risks and uncover potential opportunities within your portfolio.
We use sophisticated modeling techniques and cutting-edge tools to analyze your portfolio. We are well-versed in portfolio risk assessment, investment strategies, and customized portfolio construction across many asset classes, so whether you have a concentrated position that needs to be managed down, want guidance on developing a private equity commitment strategy, or need assistance in setting up a philanthropic foundation or education fund, our advice is tailored to your needs.Lamarck Group provides a range of sustainable investment solutions tailored to your financial and sustainability objectives. Our offering includes managed opportunities, alternative investments, and capital markets strategies, allowing you to pursue your goals while making a positive impact. Whether you want exposure to individual sustainable investments or to build complete portfolios that reflect your worldview and values, we have the expertise and resources to help you realize your sustainable investing goals.
A Holistic ApproachWe take a holistic approach to portfolio analytics by looking at your investments as part of your broader assets, liabilities, and business interests. Considering your entire financial background allows us to align your investment goals and risk appetite into a cohesive strategy that optimizes your performance while ensuring alignment with your overall financial objectives.
With Lamarck Group's portfolio analytics services giving you access to powerful insights and simplifying the time and effort needed to manage financial affairs, you will be able to make strategic decisions confidently and uncover overlooked opportunities.
We Offer
Investment
A disciplined approach to asset allocation and portfolio oversight that allows you to remain fully invested for the long term and manage volatility and risk.
Access to specific markets, sectors, and currencies while targeting desired outcomes such as enhanced participation, yield generation, and capital protection.
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.
Guiding qualified investors into non-traditional assets, including private equity, cryptocurrencies, initial and secondary public offerings, and hedge funds.
Enabling qualified investors to invest alongside financial institutions and tap into exclusive opportunities that may not be accessible to the broader market.
A community of like-minded individuals committed to making a difference and harnessing the power of capital to drive change and a more sustainable future.
A comprehensive offering of solutions and services to develop strategies that align with your long-term objectives to preserve and grow your family's wealth.
As time passes and you accumulate wealth, we make sure that your financial plan adjusts to take account of changes and unlock the true value of new opportunities.
Focus on what you want your legacy to achieve by understanding your vision, values, and goals and ensuring your giving efforts are directed in the right areas for you.
