At Lanis, we offer access to a variety of traditional and alternative investments that can help investors build a balanced portfolio that has the capability to perform in any market condition.
Balance in a traditional portfolio is typically achieved by diversifying into a mix of stocks and bonds spread throughout several sectors of the market. While this approach may have been effective in previous “buy and hold” markets, today’s complex environment demands a strategy that captures opportunities in all market conditions. The solution we provide is a “top-down managed portfolio” strategy that, in essence, diversifies a portfolio by layering asset types, classes, and managers in a manner that seeks to create balance, offsets risk, and fosters opportunities for growth in up, down, and sideway markets. For the portion of your portfolio allocated to the stock market, we do more than employ one manager or invest in a single fund like many other investment firms. While keeping your investment goals in mind, we determine the necessary division between various stock types such as small cap, large cap, and emerging markets. We, then, further subdivide these categories into various types of money management styles such as value based, growth, and market oriented approaches. Lastly, we layer multiple fund managers who are experts in their specific asset type and category. This top-down approach enables us to allocate your investments to fit your specific needs while providing you with a level of diversification and balance demanded by today’s market.
Upon thorough examination of your investment needs, we may also suggest futures and currency managers, real estate, or other asset types that provide additional growth and income opportunities without creating any added risk. These alternative investments can provide an excellent means of diversifying investment portfolios based on their low historic correlation with traditional stock and bond investments. Even sophisticated investors can feel overwhelmed with the investment choices available in the marketplace. Our role at Lanis is to identify and provide access to the managers and sponsors whose styles, history, opportunities and risk are deemed suitable by our clients to accomplish their investment goals for income, growth and stability.
A selection of our products and offerings may include:
- Tax Managed Portfolios
- Professionally Managed Money
- Managed Futures, Currencies & Commodities
- Insured Indexed Bond Portfolios
- Asset-Backed Securities
- Asset-Backed Notes
- TICs (Tenant In Common 1031 Exchanges)
- Real Estate Securities
- Real Estate Partnerships
- REITs (Real Estate Investment Trusts)
- Limited Partnerships
- Venture Capital
- Hedge Funds
Each investment opportunity we present to our clients is subject to a due diligence process. The in-depth research we perform at Lanis Securities includes not only a thorough evaluation of the underlying asset, but also careful examination of the track record and financial standing of the sponsor. Our diligent efforts at evaluating our offerings help our clients to invest with greater confidence and peace of mind.
