Our clients are inspired by Lagen Investment’s clarity.
We act as fiduciaries for individual clients, families, and foundations, providing tailored asset management and complete investment advising services.
First and foremost, we achieve outcomes.
Our clients are wealthy, have profitable investments, and navigate the markets with the least amount of risk.
We build lasting complex assets and plans.
Our comprehensive services cover the whole investing process across a wide range of fund strategies, living areas, and structures, from regular daily activities to complex portfolio management.
Investment Philosophy
At Lagen Investment, the 6 Pillars of Multi-Asset Investing are preparing the ground for multi-asset strategies to offer the best returns.
As global growth slows, it is becoming more difficult to generate attractive investment returns. Navigating these volatile markets — and obtaining desired financial results — is challenging, but multi-asset solutions can help.
TRANSPARENCY
Multi-asset class portfolios have a lot of implications. They are not old-fashioned balanced domestic stock and bond funds.
Discover moreTACTICAL ASSET ALLOCATION
Investors who recall the previous financial crisis and the tech disasters are well aware that asset allocation decisions can have a significant impact.
Discover moreWELL MANAGED PORTFOLIOS
Lagen Investment considers each investor's risk tolerance, and investment options include mutual funds, risk-based managed accounts, and diversified target-date portfolios for retirement planning.
Discover moreRISK MANAGEMENT
When selecting a multi-asset class solution, it is crucial to take into account cost-effective ways.
Discover moreTARGETED EXPOSURES
Lagen Investment is looking for a plan that is both disciplined and efficient. This entails taking calculated risks in order to meet the goals of investors.
Discover moreCOST EFFICIENCY
Lagen Investment provides low-cost investing via the use of efficient vehicles such as ETFs and alternative investing through quantitative investment techniques and low-cost trading.
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