Investment Management

Investment Management
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Our Philosophy:

With our investment philosophy and investment focus in mind, we are confident in our ability to build personalized financial strategies for our clients that work toward their unique goals, meet their family’s needs and help them live out their retirements of their dreams. That’s what our clients want, and that’s what we work hard to deliver every day.

Within our investment philosophy, we believe:

MARKETS WORK.

Capital markets do a good job of fairly pricing all available information and investor expectations about publicly traded securities.

DIVERSIFICATION IS KEY.

Comprehensive, global asset allocation can help reduce the risks associated with investing in individual securities.

RISK AND RETURN ARE RELATED.

The compensation for taking on increased levels of risk is the potential to earn greater returns.

PORTFOLIO STRUCTURE EXPLAINS PERFORMANCE.

The asset classes that compromise a portfolio and the risk levels of those asset classes are responsible for most of the variability of portfolio returns.*

* Eugene F. Fama. “Risk, Return and Equilibrium: Some Clarifying Comments.” Journal of Finance Vol. 23, No. 1. 1968. Pages 29–40.

Have Questions for us?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Our Investment Focus Is To:

  • Reduce Expenses
  • Minimize Taxes and Turnover
  • Diversify and Reduce Unnecessary Risk
  • Apply Discipline and Stay Focused
  • Implement Asset Allocation
  • Create Comprehensive Financial Planning

APPLYING OUR INVESTMENT PHILOSOPHY & FOCUS

By putting an emphasis on your individual needs.

Intelligent Core Allocation Strategy = (ICAS).™

There are six additional benefits that our clients receive as a result of our investment in technology combined with our team’s collective wealth management experience.

  1. Disciplined Investing | Behavioral Coaching

    Bridging the gap between average investor returns and market returns.

  2. Selecting Core Allocation

    Going deep into the known dimensions of returns with global diversification.

  3. Optimizing Allocation with Alternatives

    Including asset classes with historical low correlation to traditional stock and bond markets.

  4. Utilize Tax-Loss Harvesting

    Capturing market volatility to reduce taxes, ultimately increasing net after-tax return to client.

  5. Structured Rebalancing

    Applying upper and lower thresholds to each asset class target allocation and re-aligning portfolio when thresholds are breached.

  6. Implement Tax-Sensitive Asset Allocation

    Strategic placement of holdings by account type.

Portfolio Analysis

 

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@labrumwealth.com or call us at 760-707-5555 today!


We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

At Labrum Wealth Management, we offer you the following services:

(Click the images below to learn more about each service)

Annuities

Wealth Accumulation

Asset Protection

Life Insurance

Retirement Income Strategies

Tax & Estate Planning

Long-Term Care

IRA & 401(k) Rollovers

IRA Legacy Planning

Investment Management

Financial Planning

401(k) & Business Retirement Plans

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

Get access to our helpful retirement kit, which includes three guides that address topics you should consider when planning your retirement.

Disclosures