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The Ladenburg Asset Management Program
At Ladenburg Thalmann & Company Inc. (Ladenburg Thalmann), we offer a state-of-the-art Asset Management platform focused on providing you with personal and professional investment solutions. The Ladenburg Asset Management Program (LAMP) provides you with an opportunity to receive a complete and diversified asset allocation, in a structured environment, utilizing best-of-breed mutual funds and exchange traded funds (ETFs). LAMP addresses your financial needs over both the long and short-term. A variety of factors are taken into consideration when constructing your portfolio including, your time horizon and risk tolerance as well as your overall financial goals and prevailing market conditions.
LAMP Methodology
One of the true benefits of allocating your investments to a LAMP portfolio is that you are given direct access to Ladenburg Thalmann’s proprietary allocation models as well as the tactical investments which will be used to fulfill your allocation. There are five asset allocation models that have been constructed by Ladenburg Thalmann Asset Management.
Understanding that your investment needs and tolerance for risk may differ from other investors, the five allocation models are intended to fulfill a spectrum of investor profiles ranging from aggressive to conservative. Our models are constructed and maintained through the use of both fundamental and quantitative data. Astringent diligence is employed in selecting the best possible investment solutions and an unwavering objectivity guides your portfolio so that it is accurately positioned with an objective of achieving your long-term investment goals. To enable you to achieve optimal results, we start by evaluating a database consisting of thousands of mutual funds and ETFs across a wide spectrum of asset classes. Through the use of our proprietary screening process we arrive at what we believe to be a list of “best-of-breed” investment solutions. We then apply a second layer of filters based on your responses to our risk profile questionnaire to arrive at a customized asset allocation model which factors in your specific investment objective and risk tolerance.
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