Alternative Investments

If there’s one thing that the last few years have shown us, it’s that markets can be unpredictable. Guiding your portfolio through turbulent times requires experience, patience, and steadfast management. At LFA, these three pillars are the very foundation of our firm.

As an independent team of financial advisors, we offer alternative investments to qualified individuals, families and business owners. Typical investments are meant to suit the typical investor, while alternative investment options can add value in supporting an affluent investor’s portfolio.

At LFA, we can assist you in building a diversified portfolio that is strategically aligned with your goals, time horizon, and risk tolerance. Taking the time to understand what each of these criteria mean to you, we will help design an investment strategy that matches your unique set of needs. There are a number of risks involved with investing, which is why we moderate each risk through diversification and asset allocation.

We understand that there is no one-size-fits-all mold for investing. Through our alternative investment expertise, objective advice, asset allocation strategy, and diligent oversight of your portfolio, we will help build solutions for your entire financial life.

Asset allocation is a method used to help manage investment risk; it does not guarantee a profit or protect against investment loss. All investing involves risk, including the possible loss of principal and there is no guarantee that any investment strategy will be successful.