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Lanis’ objectives: To assist our clients in diversifying their portfolios and achieving superior returns in overall value through the use of a mix of quality traditional and alternative investments.
Countless investment firms offer a variety of investment vehicles to their clients. However, there are important distinctions between Lanis and our competitors. First, we do not act as trading-oriented brokers who receive a fee every time they transact a trade on your account. Instead, we serve as a type of “managing broker” who can only increase compensation based on our ability to effectively grow your portfolio. In this capacity, we endeavor to understand your investment objectives through a comprehensive examination of your portfolio and to make recommendations to match your investment goals.
Next, our traditional and alternative investment options are not generally available to the public through retail outlets. We, instead, maintain relationships with money managers that specialize in respected “traditional” investments (such as equities, bonds, currency, and commodities) that are typically accessible only to institutional investors. It is only through our relationships with these managers that our investors are permitted access to these unique and often exclusive opportunities.
Additionally, our goal is to provide alternative investment options that are superior to those available at the few financial advisory firms that possess such offerings. Simply put, we strive to offer a wide range of exclusive and high-quality alternative investments that are not commonly offered by other advisors. Among the categories of alternative investments that are available to our clients are potentially high performing asset-backed note fund offerings, real estate equity offerings, debt offerings, venture capital offerings, and foreign currency offerings.
In our team’s 60 years of financial services experience, a recurring theme is that individual “main street” investors should have the same access to alternative investment strategies that institutional and private banking clients have. We provide that access through a platform of often exclusive alternative investments coupled with traditional solutions that we believe our clients can invest in with confidence.
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