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5-Step Process of Investment Management

Here at Lamkin Wealth Management, we represent your best interests by striving to control risk and enhance returns through our customized Advance & Protect process. If you want to get the best wealth management services, speak with one of our financial consultants. Read on to learn more about our process of investment management.

Step 1

Utilize a portfolio management process where we create portfolios based on asset and sector classes that are believed to be in a long-term uptrend. We will identify trends and strive to help you capitalize on potential investment opportunities that are most beneficial for your needs.

Step 2

Monitor and evaluate non-proprietary investment vehicles for utilization in your portfolios. This will help determine which assets are most suitable for your portfolio, while considering your financial goals.

Step 3

Use multiple quantitative analysis tools for an efficient process of investment management. These tools are designed to help optimize our buy/sell decision-making process and help create the best investment strategy for you.

Step 4

Monitor and evaluate legal insider trading activity while seeking to enhance market entry and exit points. Doing so helps us track what company insiders are doing with their own money, and find out ways or strategies which might be beneficial to your own portfolio.

Step 5

Rescreen our investment models on a quarterly basis. Through this, we can keep our ideas fresh and timely, providing the most opportunities to our potential clients.

 

 

Stock investing involves risks, including potential loss of principal. No strategy ensures success or protects against loss, so past performance is no guarantee of profitable future results. Because of this, having a financial expert throughout your investing journey will be helpful. Mark Lamkin of Lamkin Wealth Management has formed a team of professionals that can help with the process of investment management. Contact us today for more information.