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Investment Management

Exceptional investment management, dedicated to your goals

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What makes us unique: Our investment 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.

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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.  

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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), 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. 

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.

Stability, liquidity, and planned spending needs

  • Cash & Equivalents

Ballast to reduce portfolio risk and generate income

  • Municipals
  • Treasuries/Agencies
  • Investment Grade Corporate Bonds
  • High Yield
  • International Bonds

Broad global equity exposure for portfolio growth

  • Developed Markets
  • Emerging Markets
  • Large/Mid/Small Capitalization

Specialist skill and access to differentiated return potential

  • Venture Capital
  • Growth Equity
  • Buyouts
  • Secondaries

Tangible investments with cash flows that can protect against inflation

  • Public/Private Real Estate
  • Public/Private Infrastructure
  • Commodities
  • Natural Resources

Enhanced diversification and anchoring during periods of market stress

  • Multi-Strategy
  • Long-Short
  • Absolute Return
  • Statistical Arbitrage
  • Event Driven
  • Arbitrage
  • Private Credit

Investments Q&A

The Q&A below provides a general idea of how we can help. We focus on the optimal mix of assets, in both the public and private markets, to support your needs, goals and legacy. Our investment horizon is typically at least 10 years.

Want to learn more about our approach? Contact Us.

Still have questions?

Can you help us understand, and if necessary, lower the risk of our investment portfolios?

Risk management is a key part of our work, and we believe it is essential to preserving and growing wealth. We can assess your current portfolio providing you with insight into inherent price volatility, liquidity and return potential. We would then advise on adjustments that could bring these and other variables to levels you are comfortable with. In the process, we can also help you streamline your finances through titling, merging accounts or rolling over assets.

I have lots of illiquid, private market investments. Can you help me retire early and well?

Definitely. There are many ways to gain liquidity, some of which do not require selling. We would do a deep dive into the types of assets, your finances, lifestyle and goals to determine the most tax-efficient ways to fund your lifestyle for decades to come. We would then manage your investment portfolio to provide a targeted level of growth and income in line with your goals. Contact us to get started.

We want to invest our family wealth in line with our values and to positively impact society. Can you help?

Absolutely. LNW is a leader in impact investing, which focuses on generating both competitive financial returns and material societal benefits. We believe that including sustainability metrics in investment analysis can lower risk while also potentially enhancing return. Beyond that, we can work closely with you to develop a personalized impact strategy and to access investment options across asset classes that align with your impact and financial goals.

Our organization needs help investing an endowment.

For more than 50 years, LNW has provided investment management and guidance to major nonprofits. Our work can help boost your organization’s ability to serve its community and create confidence in its financial future. In addition, we can advise your Board and staff on fiduciary liability, risk management, new tax laws and regulations and donor strategies.

What questions do YOU have?

Send us a message at hello@lnwadvisors.com