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Financial Planning Services & Wealth Creation


LBW Investment Committee

Our Investment Committee forms part of our process to deliver high quality advice to clients and is a pillar of our investment philosophy.   

The LBW Investment Committee meets monthly to discuss the current economic and investment environment and review LBW's model portfolio. This portfolio, which is designed to provide LBW Wealth Management clients with a dynamic, diversified and common-sense investment solution, consists of tactical asset allocations for standardised risk profiles, sub-sector allocations and investment selections.   The Investment Committee is

The disciplined approach to portfolio construction is aimed to set unsurpassed standards in advice.  Discipline in approach is rare amongst advisers across Australia and our philosophy offers clients access to well-researched investment approach and a personalised portfolio once individual circumstances are blended with the model portfolio.

 

Investment Committee Process

The committee is charged with the following responsibilities:  

  1. Review and establish overall LBW investment policy on an annual basis 
  2. Conduct research relating to the portfolio and investments 
  3. Set tactical asset allocation for the portfolio on a monthly basis so as to aim to maximise portfolio performance over the upcoming 18 to 24 months
  4. Maintain a watchlist of appropriate investment managers and other securities 
  5. Select, monitor and replace investment managers and other securities 
  6. Monitor investment performance of the portfolio 
  7. Review the committee charter on an annual basis

The decisions of the investment committee flow to client portfolio decisions by way of a model portfolio blended with specific client objectives. This model is implemented in a personalised basis for clients in line with their individual portfolio review schedule. 

 

 

LBW Wealth Management is an Authorised Representative of Wealthsure Financial Services Pty Limited AFSL 326450

This resource has been prepared by LBW's investment committee based on its understanding of current regulatory requirements and laws. It is not considered advice and provides general information pertaining to our ideology surrounding future asset allocation strategies. It does not take into account each client's individual objectives, financial situation or needs. If you would like to know how LBW's understanding of the current environment impacts on your portfolio please contact a Financial Adviser and to discuss your options or before making an investment decisions. 

The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, WealthSure Financial Services Pty Ltd AFSL 326450 will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action. Our Australian Financial Services Licence is provided by WealthSure Financial Services Pty Ltd (AFSL No: 326450) the WealthSure AFSL applies to financial products only. LBW is not authorised to provide advice on futures or options. Please note Finance, Mortgage Broking, General Insurance, Legal Document Drafting, Taxation, Real Estate, & Business Coaching are not considered to be financial products.