|
The Lam Group, Inc. is a
fee-only SEC-registered investment advisory firm based in Lake Oswego,
OR.
We specialize in providing investment management and portfolio
consulting services for taxable high-net worth families and family
offices, as well as for foundations, endowments and select institutions.
Our focus is on the construction and management of investment portfolios
matched to the return objectives and risk tolerances of our clients. Our
investment philosophy is based on portfolio asset allocation, investment
manager research and selection, and the minimization of taxes and
transaction costs.
The actual management of investment accounts is driven by each client’s
investment policy, formulated with the client prior to investment
implementation. It is this investment policy that sets the objectives
and risk parameters for the portfolio, as well as defining the types of
securities or investments to be used within each asset class.
Investment management fees are dependent on the size and complexity of
the portfolio managed. Included in our fee is the development of a
portfolio investment policy and an individualized long-term asset
allocation plan, and the use (in most asset classes) of tax-efficient,
passive investment products to construct an investment portfolio with
risk and return characteristics consistent with a client’s investment
horizon and risk tolerance.
Our standard fee for investment management services is 1% of assets
under management (AUM) for portfolios of $1 million or less. This fee is
negotiable downward for larger portfolios. We can aggregate our fees for
families with multiple accounts or for family offices. At this time, our
minimum portfolio size for new clients is $3 million.
The Lam Group accepts no commissions, referral fees, soft dollars, or
other hidden costs often associated with the money management industry.
All transaction cost savings are passed through to our clients.
Our Mission is to provide honest, independent and
personalized investment advisory and management services to taxable
families and family offices, foundations, endowments and select
institutions.
|
