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:
Focus on strategic asset allocation as the primary source of investment returns
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.
Implement and rebalance portfolios efficiently
Our team continually reevaluates our existing portfolios and modifies them when appropriate to provide optimal risk-adjusted returns.