5-Step Investment Management Process

The Lamkin Wealth Management investment philosophy revolves around an investment process. We believe that by managing money in a defined system, we can help control risk and possibly enhance returns. Lamkin Wealth has already developed our five step proprietary process to help achieve your goals. Our five step process is as follows:

1. Creation of model portfolios based on asset classes believed to be in a long term up trend. We understand short term anomalies occur; However, we identify long term trends and we position our clients in front of the trends.
2. Invest our clients in an investment process. We will not buy investments that are chosen at random and simply hope for the best. We will not buy on tips or rumors.
3. Monitor the funds and managers on a quarterly basis in order to optimize returns based on their holdings, returns, ranking, and correlation to each other.
4. Use an independent watch list to monitor our funds, stocks and best in class investment vehicles.
5. Utilize four independent research organizations to monitor material changes within stock and funds. These firms enhance our investment entry and exit decisions. (Value Line Investment Survey-Professional edition, Standard & Poors, Morningstar, and CDA Weinberger)

Our Goal

To enrich our client's lives by developing their personal blueprint that allows each client to achieve true wealth. By providing proactive wealth solutions, we anticipate needs before they arise and help our clients stay in control ot their financial futures.