Investment
Management
Exceptional investment management,
dedicated to your goals
Personalized Investment Management and Planning
What makes us unique: Our investment management process starts and ends with you.
Like your wealth plan, your investment portfolio is tuned to your precise goals. You benefit from the attention and experience of our exceptional team of investment managers, strategists and analysts. Together, they craft your investment strategy, research and select asset managers, and closely monitor the ongoing performance of your portfolio.
We conduct in-depth due diligence to unearth what we think are the most promising investments in the public and private markets. But we don’t stop there. The last stop is you. Is a particular investment likely to provide what you need and want in terms of growth, income, liquidity, volatility? If not, we work to find what will.
Our Investment Management Team
The LNW investment team is comprised of experts who are humble, curious and adept at asking the right questions.
Those traits drive (1) our investment research and (2) our quest to understand how you think and what motivates you. These two things combined then inform our purpose.
Our Purpose: To create for you a strategic plan for investing that brings vision, structure and discipline to the preservation and growth of capital, often over multiple generations. Our investment philosophy is grounded in five key tenets.
Discover LNW’s investment offering
To serve individuals and families with significant multigenerational wealth, our approach is similar to that used by endowments. We invest for the long term, often longer than a lifetime.
The portfolios we create are strategically diversified, including semi-liquid private market and alternative asset exposures. The combination of investments in each portfolio is carefully designed to target a level of risk and return that can support client goals over time and as market conditions change.
Private markets and impact investing
As an LNW client, you will have access to investment opportunities in segments not typically covered by most registered investment advisors (RIAs) or other investment management firms, including:
Private markets
LNW has more than three decades of experience investing in the private markets. Over time, we have developed a network of relationships and due diligence capabilities that allow us to source private market opportunities in a variety of sectors and strategies.
Impact investing
We are a strong partner for clients interested in aligning some or most of their portfolio to achieve environmental or social impact as well as financial goals. Our impact investing team is an industry leader in identifying impact strategies that also present opportunities for competitive returns.
Learn more about these dimensions of LNW investment management
Diversified and Highly Strategic Portfolios
We believe every asset class serves a specific, complementary function. For each category, we carefully select third-party investment strategies to meaningfully contribute to your goals.
Cash
Stability, liquidity, and planned spending needs
- Cash & Equivalents
Fixed Income
Ballast to reduce portfolio risk and generate income
- Municipals
- Treasuries/Agencies
- Investment Grade Corporate Bonds
- High Yield
- International Bonds
GLOBAL EQUITY
Broad global equity exposure for portfolio growth
- Developed Markets
- Emerging Markets
- Large/Mid/Small Capitalization
PRIVATE EQUITY
Specialist skill and access to differentiated return potential
- Venture Capital
- Growth Equity
- Buyouts
- Secondaries
Real Assets
Tangible investments with cash flows that can protect against inflation
- Public/Private Real Estate
- Public/Private Infrastructure
- Commodities
- Natural Resources
DIVERSIFIERS
Enhanced diversification and anchoring during periods of market stress
- Multi-Strategy
- Long-Short
- Absolute Return
- Statistical Arbitrage
- Event Driven
- Arbitrage
- Private Credit
GET IN TOUCH
Let’s discuss the possibilities
We’d love to dig deeper into what you’re looking for and discuss how our team could partner with you.
To start the conversation, just fill out the simple form below. We look forward to meeting you.
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Investments Q&A
Investment management is the process of building and overseeing an investment strategy designed to help you achieve your financial goals. At LNW, we create personalized portfolios, manage risk, and monitor investments to keep your strategy aligned with your needs over time.
LNW serves individuals, families, and business owners with complex wealth management needs. We encourage you to contact us to discuss your situation and determine whether our services are a good fit.
Our investment approach is goals-driven, long-term focused, and disciplined. We emphasize strategic asset allocation, thoughtful risk management, tax efficiency, and rigorous due diligence to help clients pursue their objectives.
We consider your goals, liquidity needs, time horizon, tax situation, and risk tolerance. These factors help us create a personalized investment strategy designed to support your long-term objectives.
We build customized portfolios using a diversified mix of investments tailored to your goals and risk profile. Portfolios are monitored continuously and adjusted as needed to remain aligned with your objectives.
We use a variety of investment vehicles and third-party managers selected through a rigorous due diligence process. The specific mix depends on your goals, portfolio needs, and overall investment strategy.
Qualified clients may have access to institutional-quality alternative investments, including private equity, private credit, real estate, and hedge fund strategies as part of a diversified portfolio.
Our investment team conducts extensive due diligence to evaluate managers, investment processes, fees, performance, and risk management practices. We continuously monitor managers to help ensure they remain aligned with our standards and client objectives.
Tax efficiency is a key part of our investment process. We consider factors such as asset location, portfolio turnover, manager selection, and withdrawal strategies to help improve after-tax outcomes.
Yes. When appropriate, we use tax-loss harvesting to offset capital gains and enhance after-tax returns while keeping your portfolio aligned with its long-term investment strategy.
Market volatility is a normal part of investing. We build diversified portfolios designed to withstand changing market conditions and remain focused on long-term goals. During periods of uncertainty, we proactively monitor portfolios and identify opportunities while helping clients stay disciplined.
Yes. Every investment strategy is tailored to your goals, financial circumstances, tax considerations, liquidity needs, and risk tolerance.
We can review held-away assets as part of your overall financial picture and incorporate them into your investment and wealth planning discussions.
Meeting frequency is based on your preferences and needs. We regularly review your portfolio and goals and provide additional guidance during significant life events or periods of market volatility.
You’ll receive regular performance reporting and ongoing guidance from your advisory team. We review results in the context of your long-term goals and help you understand how your portfolio is progressing over time.
Our investment process combines institutional-quality portfolio management with personalized wealth planning. We coordinate investment strategy with your broader financial, tax, trust, and estate planning needs to help support your long-term objectives.
