INVESTMENT PHILOSOPHY

Lafite WM has a deep understanding of each client’s personal circumstances. To deliver solid risk-adjusted returns, we always focus on goals, diversification, cost and discipline.

The key drivers that shape our investment philosophy are:

squere_white_18Focus on strategic asset allocation as the primary source of investment returns

squere_white_18

Use tactical asset allocation with caution

Client portfolios are dynamically positioned to take advantage of opportunities in the marketplace in multiple ways including strategy weightings and security selection.

squere_white_18

Implement and rebalance portfolios efficiently

Our team continually reevaluates our existing portfolios and modifies them when appropriate to provide optimal risk-adjusted returns.