We offer a wide variety of wealth management investment strategies.
LakeView Asset Management, LLC has a wide variety of wealth management investment strategies to meet the needs of investors of any age and risk tolerance. Our investment philosophy is based on:
- Unique financial personality derived from personal and professional background and experience
- Hands-on approach to both investing and research
- Application of professional risk management techniques
- Patient and disciplined approach to investing
- Acceptance of reasonable expectations of investment returns
- Consider all aspects of the investment process, focusing on transacting, risk management, clearing, settlement, taxation, stock borrowing, interest (income and expense)
- Not getting caught up exclusively in the “flavor of the month” sector, investment or trade
You can select from one of the strategies below or we can customize one to fit your investment goals. Contact LakeView Asset Management, LLC and we can provide you with our performance and help to set you up in an investment strategy right away.
Equity Growth Strategy
The LakeView Asset Management Equity Growth Strategy seeks growth companies at a reasonable value using proprietary investment research. Our objective is to look for early stage growth companies which we can hold in investment accounts for several years to achieve long term client return objectives. Our portfolios include mega cap, large cap, mid-cap, small cap and micro-cap stocks.
Restaurant & Food Chain Strategy
The Restaurant & Food Chain Strategy is unique and proprietary to LakeView Asset Management, LLC. Recognizing the various aspects of the restaurant and food chain; we seek to produce positive returns through long and/or short positioning of stocks, options, exchange traded funds (ETFs), exchange traded notes (ETNs) and other securities. We utilize a wide variety of securities which cover the full spectrum of the food chain from the farm to the restaurant and your kitchen at home. Portfolios will position restaurant and food chain securities on a tactical and strategic basis for both opportunistic trades and longer term investments. We seek to identify trends and economic conditions to produce non-correlated returns with less volatility than the S&P 500 (SPX) and NRN Restaurant Index (NRNMX). This strategy can be transacted in long only form or for the more aggressive investors in long/short form.
Low Volatility/ High Dividend Strategy
The Low Volatility / High Dividend Strategy is LakeView Asset Management, LLC’s newest wealth management product which was successfully launched in 2012. This strategy seeks out stocks and exchange traded funds which pay dividend yields in excess of the S&P 500 (SPX) while exhibiting low relative historical realized volatility. We seek to generate total returns which exceed that of the S&P 500 Low Volatility High Dividend Index (SP5LVHD). The strategy educes market risk to sudden drops in the broad market indexes while providing the security of above market dividend returns.
Fixed Income
For our more conservative and income oriented investors we provide customized fixed income and fixed income alternative strategies.
Blended Strategies
For clientele who want a mix of equity growth and fixed income, we can create customized portfolios which blend the benefits and risk profile of both stocks and fixed income.
Contact Scott If You Have Any Questions