Many investment choices. One unique portfolio.
No matter what you’re investing for, your LemSec advisor will be your partner, collaborating with you to develop investment recommendations based on your goals, timeline and risk tolerance.
Our business is you and your investment goals. Your advisor is free to make unbiased recommendations from a broad range of investment products backed by research and due diligence. Because choice plays a critical role in planning, both in terms of diversification and as strategies change along with your lifestyle and needs.
Building a diversified investment portfolio can be a complex process.
From stocks, fixed income, funds, managed portfolios and IPOs to alternative investments there is a broad spectrum of investment vehicles to compare and consider. But building an investment portfolio is about more than just choices. It’s about making the right choices for you.
Our advisors have the freedom to recommend only what they think makes the most sense for clients in building an investment portfolio designed for your specific objectives and risk preferences. And those recommendations are powered by the expertise of our research and experience.
In addition to monitoring market conditions and the progress of your investments, your advisor will be there when life calls for adjustments – making sure you stay on track.
Diversification does not guarantee a profit nor protect against loss. LemSec advisors give only general advise they do not tailor to individual needs. Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. You should only invest in these strategies if you do not require a liquid investment and can bear the risk of substantial losses. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.