Services
Separate Account Management
LTAM offers Investment Consulting Services (ICS) which is designed for clients who seek professional investment management for either a complete asset allocation or a single asset class. If you desire an entire portfolio of ICS managers, then within the investment management process you will complete an extensive profiling questionnaire. Based on the responses which are provided, a client profile is developed and an asset allocation will be recommended that will be fulfilled with selected managers. Also, quarterly performance updates will be issued for your review to ensure that you are positioned to achieve your originally stated long-term goals.
Additional features of Investment Consulting Services Include:
Separate account management traditionally reserved for investors who are able to commit a minimum initial investment of $1,000,000 now available for significantly lower minimums Diligent supervision at the asset class and manager level Promotes a long-term, disciplined approach to investing All portfolio services are facilitated in a fee-based environment Quarterly performance monitors sent out on an on-going basis
