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Investment Management

Exceptional investment management, dedicated to your goals

Investments designed to support your goals

Like your wealth plan, your investment portfolio is tuned to your precise goals. You benefit from the attention and experience of our high-powered team of wealth managers and research analysts. Together, they craft your investment strategy, research and select managers, and monitor the ongoing performance of your portfolio.

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LNW Investment Philosophy

We create for each of our clients a strategic business plan for investing that brings vision, structure and discipline to the preservation and growth of capital, often over multiple generations.

Discover LNW’s investment offering:

Private and impact investing opportunities

To construct your portfolio, we draw on a vast universe of investment opportunities, across a broad array of asset classes. This can include giving you access to private investment opportunities many firms can’t access.

Are you interested in socially conscious investing? Our impact investing team is one of the country’s finest at identifying impact strategies that also present opportunities for significant returns.