PERSONALIZED ADVICE

Category: Finance

Personalized advice is critical to investment success. At Lloyd Tevis, we design distinctive portfolios for the specific purposes of each client. Consider an example of two clients of similar means and an average appetite for investment risk but with distinctive goals: Client 1 just had a grandchild born, and would like to set aside some money for him. Client 2 just found out his wife has Alzheimer's disease and would like to set aside money for her care. Despite being similar individuals, Lloyd Tevis would offer these two clients very different advice: Client 1 will need a growth-oriented strategy over a 20 to 25 year horizon. Client 2 by contrast will need a capital preservation and income production strategy over a 5 to 10-year horizon. We do not believe in a superficial approach. We believe in collecting in-depth data that applies individually to our client's needs. This gives us the ability to create bespoke portfolios that meet their goals.