Our Investment Approach

Philosophy | Process | Communication

Our Client Counseling & Communication

Communication is key to a successful client relationship. Portfolio reviews are scheduled to discuss liquidity needs, cash flow requirements and performance. Clients also receive the following reports:

• Confirmation of all purchases and sales
• Monthly brokerage statement
• Quarterly portfolio appraisal from LCM
• Commentary regarding our investment and economic outlook

Return to our Investment Approach

"The traditional allocation is among stocks, bonds, and cash. We think this is a meaningless approach and investors should think strictly in terms of growth, income, and market insurance."

• Asset Allocation: An Unconventional View

• Upcoming appearances by Stephen Leeb

• Stephen Leeb on Growth Investing

Our Investment Approach

Our Client Counseling & Communication

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