How it Works

What Sets Us Apart

LGMCORP Investments has always acted in the best interests of our clients by thinking creatively and taking autonomous action to identify investment solutions that are both data-proven and unique. We are distinct in our field owing to our experience, tailored approach, and dedication to servicing our clients. We can assist you in reaching your financial objectives by providing you with tailored money management, exceptional client care, fresh insights, and a fee schedule that is optimized for your success.

Top-Down Method

We believe that a major contributor to our success as investors is our top-down investment approach, which begins with macro-level evaluation before choosing assets.

Portfolio Developing
Begins with a Macro Viewpoint

The macroeconomic theme development that informs our nation, sector/industry, and thematic preferences is the first step in our top-down investment approach. These factors are, in our opinion, the primary drivers of portfolio results. We then go on to complete individual security analysis and choose the assets that we feel would outperform peers and best reflect our higher-level preferences.

Furthermore, we believe that our method distinguishes us from other investment managers—many of whom employ “bottom-up” strategies that view important sector or nation decisions as outcomes of stock selection—and is specifically appropriate for managing portfolios. We believe our top-down strategy enables us to take advantage of a larger opportunity set for creating outperformance than alternative methods since it actively manages these important higher-level decisions.

Client-Centered Financial Management for more than 10 Years 

Serving individual clients, small- to medium-sized enterprises, and institutional investors worldwide, LGMCORP Investments is a fee-only investment manager.

Our Approach to Investing

In order to highlight the areas of the market that we believe will perform the best—such as various nations and stock market sectors—our top-down investment methodology first creates outlooks and portfolio themes. After analyzing each security separately, we choose the ones that we believe most accurately reflect our overall views.

Worldwide Macro
Driver Assessment

We conduct extensive analyses of many economic, political, and sentiment factors in order to create predictions and create themes for our portfolio.

Definition of a
Prospect List

We choose equities that best embody the broad themes in our outlook and projection based on our macro driver analysis.

Assessment of
Security

In order to choose stocks with strategic qualities that provide us a competitive edge over competitors, we perform fundamental analysis.

How LGMCORP can Assist

Assessment of Financial Plans

How balanced is your financial plan? We can assist you in creating a budget for the future you want and in determining whether you're on track to reach your goals. As a licensed investment adviser, LGMCORP looks out for the best interests of its clients; we want you to have a prosperous retirement.

Strategies for Retirement Income

When your paychecks cease coming in on a regular basis, you might have to start drawing money from your investments. We can assist you in determining how to live a healthy financial life by taking into consideration your long-term expenditures, risk tolerance, and financial status.

Management of Investment Portfolios

We design and oversee portfolios based on your financial objectives and circumstances. Your experience as a client should take into account the uniqueness of your financial objectives. Have you had enough of commission-based brokers and tiered fees from funds? We can assist.

Tailored Portfolio Management

We will provide a recommendation for a first strategic allocation of assets based on your individual goals when you provide us with more details about your own portfolio concerns. Before moving forward with creating your portfolio, we will go over this asset allocation in great depth with you.

Our Strategy for Investing Is:

Tailored

Our approach to investing at LGMCORP begins with you. We spend time getting to know your individual needs, financial status, and desired financial outcomes. We use these to inform the development of a customized investing plan that will support the achievement of your individual goals.

Adaptable

There is never a best investment strategy. Our flexible strategy may enable us to safeguard your portfolio during market fluctuations, based on our forward-looking market perspectives.

Disciplined

The combination of stocks, bonds, and other securities to hold in your portfolio is determined by us using a tried-and-true top-down investment strategy. Before focusing on what we consider to be the most appealing investment categories, we first examine the global macroeconomic and market conditions. Afterwards, we choose specific stocks from those groups that complement your customized investing plan.

International

Many investors just pay attention to the equities of their own nation. But since the economy is becoming more globalized, there are plenty of prospects for investment! By making investments throughout international equities markets, we aim to achieve diversity and potential profits.

Private Customer Base

You've put in a lot of work and prudent savings during your lifetime. We can provide you with customized client service, successful retirement planning, and a pricing schedule that keeps pace with your achievements.

Institutional Group

At LGMCORP, our meticulous investing procedure is how we differentiate ourselves. We believe that our top-down strategy is more suited to handling portfolios than many competitors' more bottom-up strategies.

The Fiduciary Standard: Doing What's Best for You

The Investment Advisers Act of 1940 governs registered investment advisers who offer securities recommendations and guidance on investments. Depending on the amount of money they oversee for clients, registered investment advisers must register with either the Securities and Exchange Commission (SEC) or the state in which they conduct business. They must always act in their clients’ best interests because they are subjected to the “fiduciary standard” in both situations.

All financial advisors do not, however, identify as fiduciaries. Brokers, for instance, are subject to primary regulation as either issuers or sellers of securities under the Securities Act of 1933 and the Securities and Exchange Act of 1934.

Brokers frequently receive commissions from sales for the types of investments they recommend to investors, so even though they may also offer portfolio management or investment advice, their motivations might not always line up with those of their clients.

Although LGMCORP is registered with the Securities and Exchange Commission (SEC), this registration does not imply that LGMCORP has obtained a specific level of expertise or ability, neither does it represent the SEC’s endorsement of LGMCORP or its services.

Selecting Companies for Your Portfolio

Through the process of building our portfolio, we put our investment themes into practice. Even while we believe macro decisions account for most long-term portfolio performance, choosing individual assets that utilize benefits of our top-down viewpoints can yield substantial returns.

Preferred Strategic Attribute

We determine which characteristics best highlight the themes in our portfolio.

Attribute Performance Evaluation

We assess whether the management of the company has a well-thought-out, workable plan for taking advantage of its strategic attribute (s).

Analyzing Relative Value

We look at valuations in relation to the market, historical patterns, and peers.

Operational Risk Evaluation

To comprehend possible risks unconnected to valuations or daily leadership, we examine operational warning signs.

Our Distinctive Quality

In order to find creative and empirically supported investment solutions, LGMCORP has always operated in the best interests of our clients by thinking strategically and acting independently. In this sector, we are distinct due to our background, individualized approach, and dedication to customer service. With specialized money management, first-rate client care, distinctive viewpoints, and a charge schedule built for your accomplishment, we can assist you in reaching your financial objectives.

Our Customer-First Mentality

You feel confident and at ease when you work with committed professionals who are concerned about your well-being. Prioritizing our clients’ needs above all else is key to our culture.

A Trustee for You

Discover our organizational design, which guarantees that our clients’ interests come first at all times.

Experience Investing

The committed group that oversees all strategic investment choices for client portfolios is our Investing Policy Council (IPC). The IPC has assisted clients in achieving their financial goals and objectives for more than 7 years.

A World Idea Leader in Investing

The first step in our tried-and-true portfolio management procedures is an examination of the global sentiment, political, and economic factors and how they may impact different asset class categories.

Easy-to-Understand
Fee Structure

At LGMCORP, we believe you should have easy access to information about the fees you pay. Additionally, we believe that an investment adviser should represent your interests. Because of this, we provide a straightforward advising fee that is determined by the size of the portfolio that we manage on your behalf.

Solutions on the Move

Our approach to product creation revolves around comprehending the intricacy and ‘big picture’ of your problems. Find out how we can assist you in achieving your investing and business goals.

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Finance and Liquidity

Improve your everyday liquidity oversight.

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Investment Markets

Optimize the potential for investment and execution.

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Upper & Lower Office

Obtain adaptability and efficiency in operations.

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Global Fund Services

Utilize the right mix of onshore and offshore assets to support your business.

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Financial Data Science

Utilize data science's capabilities to transform information into insights.

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Information Solutions

Transform your financial information into useful knowledge.

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Regulation Services

Comply with shifting legal and transparency standards

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Retirement Resources

Improve the results for both you and your participants.

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Investment Services

Keep up with the quick and increasing changes.

Propelled by
Market Power

In real time, markets perform a fantastic job of incorporating the expectations of millions of both buyers and sellers into prices and adapting to emerging data.

Prices fluctuate in response to current events as well as expectations for the future. This implies that stock prices constantly adjust for a positive projected return and serve as a decent proxy for fair value. This is how markets have to operate, or else no one would agree to make investments.

Investment managers would always have the chance to find pricing “mistakes” and turn them into larger returns if the markets operated in a different manner.

However, over half a century of academic investigations demonstrates that the overwhelming majority of managers persistently fall short of benchmarks.

Market Power, the Ultimate AI

Value-Adding at
Every Turn

Every stage of the investing process is guided by our evidence-based strategy, from research to portfolio design to deciding when and how to make trades.

We construct portfolios that prioritize market characteristics that, according to research, have higher projected returns.

Research without compromise
is ingrained in our DNA.

Take caution: The data can reveal anything if you manipulate it.

When a pattern appears in the data, we want to determine if it is genuine or coincidental. And so we wonder, is this just a repackaged old idea? Our research is motivated by the quest for truth.

Will it endure over time?

We will not risk client money if the evidence or theory is weak. We don’t use trends to inform our strategy.

Instead of trying to foresee what will occur, focus on what can.

We analyze and illustrate a wide variety of results, not just the advantageous ones.

Real profits are different from paper profits.

We only look for research that we are certain we can successfully incorporate into active portfolios, which requires experience with managing market frictions.

Institutional excellence services for private investors

Our flagship products, LGMCRED and LGMREIT, were developed with individual investors’ needs in mind.

LGMREIT

LGMCORP Real Estate Income Trust

Untraded REIT

 

Primarily making investments in stable commercial real estate assets located in the United States, diversified by industry, and with the goal of giving investors current income.

LGMCRED

LGMCORP Private Credit Fund

Untraded BDC

 

Aiming to make money by concentrating mostly on securities and loans from private US companies.

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