What is Lowenhaupt Global Advisors investment management philosophy?
• LGA approaches investment management differently from other firms. We believe that the appropriateness of the investment strategy based on the client ’s specific goals is just as important as investment returns. Each portfolio needs to be customized to meet the individual’s needs. We conduct ongoing and systematic due diligence to make certain that the investment strategy, money managers and investment vehicles are consistent with the wealth holder ’s stated objectives. We ensure that our clients are complying with fiduciary requirements, that communication between managers and clients is clear, that investment policy statements are reasonable, and that the portfolio meets the long-term and short-term needs of the client, whether for cash, liquidity, risk management, or tax efficiency. We manage the investment process entirely from the client ’s perspective. • LGA insists that every manager and every manager of manager complies with processes of the highest standards with respect to
