31 Willow Street | Mystic, CT 06355
P: 860-245-5078 | F: 866-439-0578

Investment Management



Asset Management
A Prudent Investment Process

At Lansdowne Wealth Management, we provide fee-only investment management services. You have spent a lifetime accumulating a retirement nest egg. The last thing you want to hear is a "hang in there and things will get better" approach with your life savings. At Lansdowne Wealth Management, we employ a prudent, proven process in developing your retirement investment plan. With an eye towards "absolute returns", we focus first on protecting your investment income from the peaks and valleys of the market, and secondarily at growing your wealth conservatively. Our investment models utilize a combination of world-class investment research, coupled with a time-weighted, or "bucket" approach to allocating safe and riskier investments over your lifetime.
A Strategic Approach
LWM utilizes the research capabilities of several world-class organizations. This research process takes a very mechanical approach to vetting the best possible investment options to use for your portfolios. We are not concerned with the "hottest" investment of the year, and since we are paid only by our clients, and not by any mutual fund firms, we are free to seek out the best possible investments at any given time, whether they be stocks, bonds, mutual funds, ETF's, or insured products. And rather than a "one-size-fits-all" approach to the market, we constantly monitor the markets and the economy to ensure we are doing our very best to protect your assets in times of financial distress. Although "buy-and-hold" can be a very prudent approach when times are very good, we have seen in the last ten years that it is critical we are aware of those conditions that may be detrimental to your long-term financial security. Below are several of the features we offer in managing your assets:

  • An investment approach defined by your personal investment policy statement
  • Extensive diversification, using 10 to 20 separate asset classes and market sectors, each featuring hundreds of securities
  • Security selection that is market-based, not manager-based
  • Monthly rebalancing review with monthly comprehensive review
  • Constant monitoring of investment managers
  • Periodic adjustments to your portfolio based on age, needs, and financial circumstances
  • The ability to quickly adapt to changes in the market and economy, which could have serious negative consequences for your portfolio

Talk with our financial advisors in Mystic, CT.

Services



Investment Management

Retirement Planning
Financial Planning
Your 401(k)