BALANCING RISK AND REWARD
Our investment philosophy is one of balance. We build portfolios based on the latest portfolio management research, which shows that the type of security you choose has little impact on your return. In fact, more than 90% of returns come from being exposed to a variety of asset classes. That’s why LM3 focuses on asset class allocation, to ensure that your portfolio is invested in a range of markets while remaining well diversified within a given market.