PORTFOLIO DESIGN
At Lanham, we design our client’s portfolios around their unique and precise individual needs. This ensures that the clients have an investment portfolio that is most appropriate to maximize their returns, not only within their risk parameters, but also over their expected timeframe of investment.

Traditional financial planners usually diversify client's investments by placing them into a range of balanced funds that are determined by the client completing a risk profile questionnaire. This risk profiling does not take into account the financial structure that is designed to meet an individual's precise income and wealth needs necessary to ensure that they maintain their lifestyle objectives.

Our client portfolios are structured to enable them, if needed, to draw regular income with minimal impact on the value of their total portfolio. Obviously drawing money out and keeping money in are different twin objectives. We achieve the ideal balance through our unique Income Stream Model.

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