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LMK Wealth Management - Our Mission |
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Submitted by Amie Snyder
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LMK Wealth Management is a World Class team of experienced financial professionals. Through their affiliation with Mid Atlantic Capital Corporation a registered broker dealer and Mid Atlantic Financial Management, Inc. a registered investment adviser, our financial professionals provide investment advice and portfolio management to high net worth investors. We specialize in comprehensive financial and wealth management strategies.
Our investment advisory roots go back some thirty years to the mid 1970’s. Our longevity in the financial service industry and vast experience speaks to our success. Our founders each have unique backgrounds which enables us to bring unsurpassed service to our clientage.
Our mission is to bring Intelligence, Integrity and truly Individualized value-added investment management and advice to affluent investors putting the clients first and to disregard the agenda's of Wall Street and the giant firms that dominate the industry. Our financial professionals allocate, manage and monitor client’s assets unlike the typical advisors “one size fits all” management approach. We work closely with a third party manager, available to investors who fit into the manager’s investment style. Our investment goals are to consistently achieve reasonable returns on investments over time, based on an investment policy statement and plan specifically created for the individual client. The investment policy statement considers the lifestyle, goals, risk tolerance, time horizon and successors of the investor. We prefer consistent and reasonable to sporadic and extreme. Our selection process favors recognition over discovery.
The investment process begins with an in depth interview and analysis of the client’s needs and goals. Together with the client we create an individual investment policy statement. Once the investment policy statement is established, we implement an allocation process and utilize a contrarian approach. We recognize that not all sectors of the world economy maximize their profit potential simultaneously. Our selection process is based on demographics and perceived changes in world economic cycles. Our goal is to identify quality companies whose value is not fully recognized by the markets. These companies tend to be high quality, dividend paying opportunities and are typically held until market valuations reach their potential. Our discipline utilizes individual equity and fixed income investments in managing our portfolio’s.
We are also associated with outside money managers, enabling us to offer many types of investment styles. We offer a variety of investment vehicles which helps create our uniqueness.
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