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ASSET MANAGEMENT


We've experienced 26 years to superior investment returns for clients


Our asset management strategy should continue to deliver attractive superior returns to clients with a sufficiently long time horizon.

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HIGH-QUALITY ASSET MANAGEMENT

Five star manager

Our CEO is Five Star Weath Manager Award Winner. He full satisfied 10 objective eligibility and evaluation criteria.

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ATTRACTIVE RETURNS

Creative strategy

Losch Management Company is a investor with unique creative strategy, but at the same time with a contemporary perspective.

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SUPERIOR PERFORMANCE

High composite returns

We delivered higher annual returns to our investors compared to the returns of the S&P 500 and NASDAQ ...

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Losch Management provides exceptional personalized service and substantially better long-term returns than you will receive from big financial firms.”

0 Average annual return, % 0 Outperform S&P, % 0 Result, % 0 Client satisfaction, %

Losch Management Company is a Registered Investment Advisor with State Florida.”

Meet Our Team

Successful Investing is a full-time job. At Losch Management we spend most of our time acquiring knowledge. Over the years this knowledge accumulates so that experience is the best measure a manager’s ability.

Client service is what really sets our company apart from others in industry. Firm's size and independence make this focus possible.

Richard Losch

Chief Executive Officer


Richard Losch has more than 40 years’ experience in the investment industry, including 10 years’ as a financial advisor at Merrill Lynch.

Marina Losch

Vice President for Investor Relations


Marina is responsible for developing and fostering relationships with institutional investors and servicing existing clients.

Alex Bahareff

Analyst


Alex is a Senior Analyst. His duties include technical analysis in which he uses large data basis to study stock trends.

Investment management is our business, and achievement of competitive risk-adjusted returns is essential.”

Our Advantages

Losch Management was founded in 1995 with a goal of creating an asset management company that would treat clients the way we would want to be treated. Company is committed to helping our clients reach their financial goals through disciplined investing, great service, and absolute integrity.

Dynamic asset allocation

The firm’s asset allocation may vary between 5% and 30% cash depending on market conditions, allowing the firm the flexability to position defensively during market volatility.

A highly experienced team

with over 26 years of private equity experience navigating through multiple economic cycles.

Strong focus on risk

The company managers carefully manage risk in the portfolio, utilising proprietary research and risk management tools.

Alternative investments

that can complement and potentially improve the risk/reward characteristic of an investment portfolio.

Keeping it simple

Not reliant on derivatives, commodities or property.

A value-oriented approach

seeking long-term capital appreciation with a lower risk profile.

Personalized service

Portfolio managers limit the number of relationships to enhance personalized service. Annual meetings are encouraged as an opportunity to review your investment structure and returns, assess your financial situation, and answer your questions. A member of our team is always available to talk to you.

Dedication

Over the years, company has created a culture that fosters the loyalty of its employees, who average over ten years with the firm.

No conflicts of interest

Our status as a fully independent, fee-based asset management firm allows us to avoid potential conflicts of interest with clients. The company conducts independent investment research and invests its own retirement plan in the same securities it recommends to clients.

Straightforward performance reporting

Losch Management’s state-of-the-art portfolio management software tracks individual account performance daily. Reports clearly illustrate investment returns relative to an appropriate benchmark.

We don’t own yield for yield’s sake. We are willing to substitute high-dividend-paying stocks with stocks that we believe offer stronger growth potential over the long term.”

  • The Stock Market

    04 Apr 2020

    Yet the more money that gets locked into buying of index funds, the less there is left to support the trading of stocks in the open stock market.

  • Behavioral Investing

    24 Feb 2019

    Behavioral investing is a complicated process. Investing does require some study of company’s history and financial statements.

Blog, News and Events

The latest in asset management experience strategy, technology, and innovation.

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Contacts


  • Address 6135 Donegal Drive, Orlando, FL, 32819, US
  • Phone +1 (689) 246 49 49
  • Email fill the form

Timetable


  • Mon-Fri 9am - 7pm
  • Saturday 10am - 6pm
  • Sunday by appointment
Make an appointment or contact us by phone: +1 (689) 246 49 49
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