Portfolio Strategies

 Individual Equity Separate Accounts ($100K minimum)

  1. LSAM Legacy GARP

    The objective of the LSAM Legacy GARP Portfolio is growth of capital.  The portfolio seeks its objective by normally investing at least 90% of its assets in common stocks of global companies that have improving fundamentals (based on growth criteria) and whose stock is reasonably valued or undervalued by the market (based on value criteria).  At least 80% of the portfolio is invested in common stocks of global companies with market capitalizations of $5 billion or above.  This portfolio is appropriate for investors with a time horizon of ten years or greater.  Risk level is considered to be aggressive. 

  2. LSAM Large-Cap GARP

    The objective of the LSAM Large-Cap GARP Portfolio is growth of capital.  The portfolio seeks its objective by normally investing at least 90% of its assets in common stocks of U.S based companies that have improving fundamentals (based on growth criteria) and whose stock is reasonably valued or undervalued by the market (based on value criteria).  At least 80% of the portfolio is invested in common stocks of U.S. based companies with market capitalizations of $5 billion or above.  This portfolio is appropriate for investors with a time horizon of ten years or greater.  Risk level is considered to be aggressive.  

  3. LSAM ALL-CAP 30

    The objective of the LSAM ALL-CAP 30 Portfolio is growth of capital.  The portfolio seeks its objective by normally investing at least 90% of its assets in common stocks of global companies that have better-than-average revenue and operating income growth over various periods of time.  At least 80% of the portfolio is invested in common stocks of global companies with market capitalizations of $1 billion or above.  This portfolio is appropriate for investors with a time horizon of ten years or greater.  Risk level is considered to be aggressive.  

  4. LSAM Equity-Income

    The objective of the LSAM Equity-Income portfolio is growth of capital with an equally essential objective of current income.  The portfolio seeks its objective by normally investing at least 90% of its assets in common stocks of global companies that have strong growth potential, and in addition, high sustainable dividend yields.  This portfolio is appropriate for investors with a time horizon of ten years or greater. Risk level is considered to be aggressive.

 

Custom Total Return Portfolios ($500K minimum)

  1. LSAM Total Return Growth

    The objective of the LSAM Total Return Growth portfolio is to obtain long-term capital appreciation. Under normal market conditions, the portfolio is invested in diversified allocations of domestic and international equities and bonds, alternative investments and money market funds. This Total Return portfolio is customized on a client-by-client basis, and utilizes individual stocks, individual bonds, mutual funds and Exchange-Trade Funds, as well as other investments that are appropriate for meeting the objective of the portfolio. The portfolio is appropriate for investors with a time horizon of seven to ten years. Risk level is considered to be moderately aggressive. Typical allocation: 70% – 90% equity + alternative assets / 10% – 30% fixed income + cash

  2. LSAM Total Return Balanced Growth

    The objective of the LSAM Total Return Balanced Growth portfolio is to produce moderate growth of capital with a secondary objective of current income. Under normal market conditions, the portfolio is invested in diversified allocations of domestic and international equities and bonds, alternative investments and money market funds. This Total Return portfolio is customized on a client-by-client basis, and utilizes individual stocks, individual bonds, mutual funds and Exchange-Trade Funds, as well as other investments that are appropriate for meeting the objective of the portfolio. The portfolio is appropriate for investors with a time horizon of five to seven years. Risk level is considered moderate. Typical allocation: 50% – 70% equity + alternative assets / 30% – 50% fixed income + cash

  3. LSAM Total Return Balanced Income

    The objective of the LSAM Total Return Balanced Income portfolio is to produce current income with a secondary goal of moderate growth of capital. Under normal market conditions, the portfolio is invested in diversified allocations of domestic and international equities and bonds, alternative investments and money market funds. This Total Return portfolio is customized on a client-by-client basis, and utilizes individual stocks, individual bonds, mutual funds and Exchange-Trade Funds, as well as other investments that are appropriate for meeting the objective of the portfolio. The portfolio is appropriate for investors with a time horizon of three to five years. Risk level is considered low to moderate. Typical allocation: 30% – 50% equity + alternative assets / 50% – 70% fixed income + cash

 

Fund Allocation Portfolios ($50K minimum)

  1. LSAM Aggressive Growth

    The objective of the LSAM Aggressive Growth portfolio is to obtain long-term capital appreciation without regard for current income. Under normal market conditions, the portfolio is invested in mutual fund and Exchange-Traded Fund allocations of domestic and international equities, alternative investments and money market funds. This portfolio is appropriate for investors with a time horizon of ten years or greater. Risk level is considered to be aggressive. Typical allocation: 90% – 100% equity + alternative assets / 0% – 10% fixed income + cash

  2. LSAM Growth

    The objective of the LSAM Growth portfolio is to obtain long-term capital appreciation. Under normal market conditions, the portfolio is invested in mutual fund and Exchange-Traded Fund allocations of domestic and international equities and bonds, alternative investments and money market funds. This portfolio is designed for investors seeking long-term growth with moderate risk and is appropriate for investors with a time horizon of seven to ten years. Risk level is considered to be moderately aggressive. Typical allocation: 75% – 85% equity + alternative assets / 15% – 25% fixed income + cash

  3. LSAM Balanced Growth

    The objective of the LSAM Balanced Growth portfolio is to produce moderate growth of capital with a secondary objective of current income. Under normal market conditions, the portfolio is invested in diversified mutual fund and Exchange-Traded Fund allocations of domestic and international equities and bonds, alternative investments and money market funds. This portfolio is appropriate for investors with a time horizon of five to seven years. Risk level is considered moderate. Typical allocation: 55% – 65% equity + alternative assets / 35% – 45% fixed income + cash

  4. LSAM Retirement Income

    The objective of the LSAM Retirement Income portfolio is to produce moderate growth of capital with an equal secondary objective of current income. Under normal market conditions, the portfolio is invested in diversified mutual fund and Exchange-Traded Fund allocations of domestic and international equities and bonds, alternative investments and money market funds. This portfolio is appropriate for investors with a time horizon of five to seven years. Risk level is considered moderate. Typical allocation: 55% – 65% equity + alternative assets / 35% – 45% fixed income + cash

  5. LSAM Balanced Income

    The objective of the LSAM Balanced Income portfolio is to produce current income with a secondary goal of minimal to moderate growth of capital. Under normal market conditions, the portfolio is invested in diversified mutual fund and Exchange-Traded Fund allocations of domestic and international bonds, alternative investments, equities and money market funds. This portfolio is appropriate for investors with a time horizon of three to five years. Risk level is considered low to moderate. Typical allocation: 35% – 45% equity + alternative assets / 55% – 65% fixed income + cash

  6. LSAM Conservative

    The objective of the LSAM Conservative portfolio is to preserve capital and produce current income with a secondary goal of minimal growth of capital. Under normal market conditions, the portfolio is invested in diversified mutual fund and Exchange-Traded Fund allocations of domestic and international bonds, alternative investments, equities and money market funds. This portfolio is appropriate for investors with a time horizon of less than three years. Risk level is considered low. Typical allocation: 15% – 25% equity + alternative assets / 75% – 85% fixed income + cash