LCM tailors each portfolio to our clients’ individual goals and
circumstances. Our client’s asset allocation choices provide the
framework for the portfolio. As such, Lewis Capital works closely with each client to determine the optimal mix of equity
and fixed income assets given the client’s objectives and current
financial situation. Not only does LCM spend several
hours with each client upon the onset of the relationship, but we
stay in touch with clients regularly to ensure the clients’ portfolios
remain aligned with their circumstances and reflect any life changes.
LCM focuses on the following types of portfolios
Fixed Income (including preferred issues)
Balanced portfolios: Equity + Fixed Income
in a variety of combinations
The chart above illustrates some typical asset
allocation targets for balanced portfolios and the risk/return profile
associated with each.