Our Difference
Invested in You
The numbers are just the beginning. Our ultimate goal is to build and strengthen a lasting relationship with you over time.
That relationship is personal to us. Our name is on the door, and our advisors own the business, so our reputation and success are directly aligned with yours.
Our Difference
Client Journey
Your advisor will walk you through our five-step investment process, in addition to oversight from our investment committee.
Our Difference
Investment Committee
The Team Behind Your Portfolio
The Investment Committee is a central governing body at LPW, responsible for overseeing portfolio construction and the integrity of client portfolios. Comprising senior investment professionals and key decision-makers, the committee meets monthly to ensure disciplined, data-driven investment management aligned with the firm's risk framework and client objectives.
Monthly Investment Meetings
A core function of the Investment Committee is to assess current portfolio holdings relative to strategic asset allocation targets. The committee evaluates whether existing weightings remain appropriate or require rebalancing in light of updated risk parameters, market dynamics, or shifting client mandates. Adjustments are made as necessary to ensure portfolios remain optimally positioned for performance and resilience.
Transparent Communication
The committee’s insights and decisions are communicated regularly to clients, providing transparency on portfolio changes and the rationale behind key investment moves. Through its structured, forward-looking approach, the Investment Committee plays a vital role in safeguarding and growing our clients’ wealth and legacy.
Our Difference
Wealth
Philosophy
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Our investing time horizon is measured in decades, not months or years.
We aim to be accumulators of assets and encourage regular contributions, as well as staying the course when markets become bumpy.
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We are dedicated to discovering the highest quality assets for our investors.
We chase down investments with the best risk-adjusted returns and are geographically agnostic.
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We build diversified portfolios across geographies, assets, and currencies.
When one asset hits a wave, the rest of the portfolio help provide smoother sailing.
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Trading costs, portfolio turnover, management fees and taxes all erode returns.
We will advise changes, but they will be kept to a minimum and not used to justify our existence.
Our Difference
Ethical
Investing
As part of our comprehensive onboarding process, we offer clients the opportunity to incorporate sustainable investing into their portfolios.
Our approach balances financial return expectations with each client’s personal values, helping align investments with environmental, social, and governance (ESG) principles.
We work closely with clients to identify their priorities and integrate responsible investment strategies without compromising long-term performance goals.