Investment Management

We’re not just financial advisors – we’re investors too.

Our portfolios are invested alongside yours with the same process, research, and conviction.

Our Investment Management Process

There is no cookie-cutter approach, each model portfolio we manage is
created and monitored by Lakewood Wealth Management.

We first seek to understand your needs, including your lifestyle, risk tolerance, long-term goals, and income requirements, and then build customized investment strategies based on your entire financial picture.

We utilize institutional investment research partners and independent analysts to stay up to date on the markets and have regularly scheduled meetings with our investment committee.

Our Investment Management Process

There is no cookie-cutter approach, each model portfolio we manage is
created and monitored by Lakewood Wealth Management.

We first seek to understand your needs, including your lifestyle, risk tolerance, long-term goals, and income requirements, and then build customized investment strategies based on your entire financial picture.

We utilize institutional investment research partners and independent analysts to stay up to date on the markets and have regularly scheduled meetings with our investment committee.

Our Approach to Investment Management:

  • We analyze investments at a fundamental and technical level. We have world class research partners that provide information in a timely basis that we can implement quickly.

  • We pay attention to tax ramifications of our decisions, but don’t let taxes get in the way of making the best investment decisions.

  • We believe proper asset allocation and remaining invested are integral factors in long-term performance.

  • We are very fee-conscious; Any fees or limitations inside investments we recommend are scrutinized and well-thought-out before our recommendation.

  • We believe in regular portfolio rebalancing to stay true to our asset allocation decisions and maximize long-term returns.

  • We don’t let emotions get in the way of making sound investment decisions. A Warren Buffett quote we try to live by is “Be fearful when others are greedy, and greedy when others are fearful”.

Ways we help add value:

A Vanguard study, Advisors Alpha, has shown that this sort of personal care from an effective financial advisor can add about 3% to a return annually, after fees. As these accounts grow over time, a significant amount can accumulate.

View Study

Ways we help add value:

A Vanguard study, Advisors Alpha, has shown that this sort of personal care from an effective financial advisor can add about 3% to a return annually, after fees. As these accounts grow over time, a significant amount can accumulate.

View Study

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Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors Inc, a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: CA, CO, FL, GA, HI, ID, IL, IN, MI, MN, MS, MT, NV, NY, NC, OH, TX, WA, WI. Cambridge and Lakewood are not affiliated. Fixed insurance services offered through Lakewood Wealth Management.Customer Relationship Summary Form (CRS)

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