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, %|
Investment management is our business, and achievement of competitive risk-adjusted returns is essential.”
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.
with over 24 years of private equity experience navigating through multiple economic cycles.
The company managers carefully manage risk in the portfolio, utilising proprietary research and risk management tools.
that can complement and potentially improve the risk/reward characteristic of an investment portfolio.
Not reliant on derivatives, commodities or property.
seeking long-term capital appreciation with a lower risk profile.
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.
Over the years, company has created a culture that fosters the loyalty of its employees, who average over ten years with the firm.
Our status as a fully independent, fee-based investment 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.
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.”
Yet the more money that gets locked into long term buying and holding of index funds, the less there is left to support the trading of stocks in the open stock market. The movement of large institutional investors into private equity and venture capital investing also aggravates this liquidity drain.