At Lau Associates, our mission is to help you achieve a better quality of life and protect your wealth for current and future generations. Our overall objective is to provide competitive portfolio returns while taking less risk than the overall market.
Our approach to investment management begins with listening.
It’s the best tool we know of to understand you and your family’s needs – including your hopes as well as your concerns. We’ll talk with you about your history with investments, financial successes and disappointments, your tolerance for risk, your expectations, and cash flow needs.
We’ll also ask questions about how investing fits into your overall priorities and life goals. Is it a means to an end, a burden, an avocation, or an educational tool? Is it an important driver of legacy and/or philanthropic goals, or of current income?
When we fully understand your needs and desires, we will:
- Identify the guiding principles and objectives for each portfolio
- Develop a suitable asset allocation for your portfolio(s) individually and/or as a group, incorporating our best thinking on the overall market and current investment opportunities
- Construct each portfolio to incorporate your preferences and our recommended strategy in a prudent and tax-sensitive manner. Lau invests with a long-term horizon, using the same time-tested, sophisticated investment strategies employed by institutions, endowments, and foundations.
Our entire team – led by your advisor and comprised of the investment team and planning and tax experts – will monitor your portfolio on a regular basis, which allows for the sharing of real-time information on each portfolio.
Lau’s investment team is involved in your portfolio start to finish. Your portfolio will not be “filtered” by a service or sales team or subjected to decision making by a local portfolio manager or broker motivated by commissions or increasing assets under management.
At Lau, we stay true to our convictions as a firm, while managing your portfolio with the individual attention it deserves.