Thoughtful Investing. Client Focused. Comprehensive Approach. These are the operating principles we rely on when we work to develop an investment approach that is designed to meet our clients’ financial goals and objectives. Our client-first service begins by asking questions, listening to your responses and understanding what is important to you. As we discuss these issues, we’ll work together to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Our thoughtful approach to portfolio design leverages institutional investment analytics to conduct extensive due diligence on the investments with which we entrust client assets. Each of these steps will help us create an objectively designed portfolio that will be tailored to meet your current and projected needs.
The Lakenorth Investment Group has over 45 years of combined financial services experience. We have taken our multi-decade legacy as a successful financial services practice in Cleveland, Ohio and replicated it to also serve the Lake Keowee and Upstate South Carolina markets. Our comprehensive approach to portfolio design incorporates the importance of liquidity, income, tax planning strategies, wealth preservation strategies, and competitive pricing.
Whether you want to prepare for life’s milestones or need to plan for the unexpected, we will work alongside you to help you meet your financial and legacy goals.
Areas of Concentration
- Planning for corporate executives, affluent families, and successful business owners with $100,000 or more of investable assets
- Separately managed accounts using world-class money managers
- Allocations to hedge funds, private equity and venture capital
- Fiduciary investment advising and objective-based portfolio design
- Management of concentrated positions
- Advising on trusts, estates, and wealth transfer
- Retirement income and cash flow planning
All securities, investment advisory services and brokerage services are offered through Benjamin F. Edwards
We very much look forward to showing you what our client-first investment approach can mean for you and your family. Please contact us for a complimentary review of your portfolio.