One of the most important aspects of business management is to advise our clients in the area of investing. Each client has different needs and has different risk tolerance. We are sensitive to both and we do our best to recommend the safest investment products that will meet our clients’ goals.
LBMG does not do the investing for our clients. We leave that to the varied professionals that we trust and have a proven track record. While business management addresses all aspects of the financial world, it is our belief that by outsourcing services that we do not specialize provides the best overall result.
By working with money managers, real estate agents, investment brokers, etc. we collectively find the structure that will allow our clients to realize as much of the upside as possible, while capturing as least of the downside.
We have vast resources and our management staff are familiar with all types of investments and work as a team with the client and the investment professional. The goal is not just to invest, but to educate the client so that they can be a productive part of the process.