Brooklyn investment advisor
Our Staten Island investment advisors gives our clients detailed of their investment portfolios. Brooklyn investment advisor make sure to review each client’s portfolio.
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LPS Financial, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where LPS Financial, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by LPS Financial, LLC unless a client service agreement is in place.
All content under the under the Learning Center (i.e. Newsletters, Articles) is written and prepared by Emerald © 2012 Emerald Connect, Inc.
Investment Policy Statement
Setting up an Investment Policy Statement is one of the most crucial steps taken when a client joins us at LPS. The Investment Policy Statement defines the client’s general investment goals, risk tolerance, and objectives. We refuse to settle for the generic “cookie cutter” approach.The Investment Policy Statement outlines the financial strategy that will be the guide to help us create the client’s custom tailored portfolio.
Although created once, the IPS is not a static statement. Through constant communication with our clients, we continuously update and refine each client’s risks and objectives.A properly constructed Investment Policy Statement provides support for following a well-conceived, long-term investment plan, rather than one that is based on false overconfidence or panic in reaction to short-term market fluctuations.
Portfolio Review / Analysis
Our Investment / Portfolio Review gives our clients detailed breakdowns and thorough analyses of their investment portfolios.
We analyze each portfolio from two directions: Top-Down and Bottom-Up.
The Top-Down approach focuses on asset diversification, correlations between holdings, and risks exposed by over-weighting any given sector or industry.
The Bottom-Up approach focuses on individual security selection. Whether it is a common stock, bond, ETF or a mutual fund, we will analyze the individual security’s merits.
We then compare the client’s entire portfolio against the objectives stated in their Investment Policy Statement.
Once we construct a portfolio for a client, we focus on the Long Term. We make changes when they are warranted by the Investment Policy Statement and the Macro environment. We monitor each investment for its own merits and logically adjust the holdings as needed.
We strive to minimize fees and taxes, and always consider these factors when managing our client’s portfolios.We believe an open line of communication is very important, especially in today’s investing environment.Since many of our accounts are non-discretionary, we speak to our clients to go over any changes in their holdings.
We make sure to review each client’s portfolio at least once a quarter. In these reviews, we also discover as much as possible about any significant changes in our client’s lives. Whether it be changes in marital status, employment, new child, business etc. these are all factors that make a huge difference in how we will manage our client’s assets.
In our quarterly and annual reviews, we recap our client’s goals, our performance, and also rebalance our holdings if necessary.
LPS Financial, LLC
2535 VICTORY BLVD
STATEN ISLAND, NY 10314