Lacas Advisory Group
Our experienced team has almost 100 years of industry experience and access to a network of industry professionals who can help in any planning needs. We will create a thoughtfully constructed investment plan to best match your risk profile with your return needs. Each client family also receives a unique investment policy statement that will guide you through the plan.
We will build a diversified portfolio including multiple asset classes and investments. A well-structured and diversified portfolio can hold up better during periods of market stress. The key is staying disciplined and rebalancing our portfolio. This is where we can help. Our ongoing comprehensive investment research process will ensure that our high-quality investments and investment managers are retained for your portfolio.
There are a number of strategies we will look at to improve your investment portfolio's tax efficiency. Through use of our tax management sleeve, we use multiple tools to help increase tax efficiency.
The best financial advisors schedule periodic, yet regular check points with their clients to discuss the current state of their portfolio, investment returns and whether any changes to either the allocation or investments are warranted. Comprehensive reporting will be performed on a quarterly basis. We will communicate when the portfolio should be rebalanced, as well as when there might be embedded risks that should be mitigated.
