Investment Strategy & Philosophy

Before Lava Wealth Management commits client assets to any securities, the managers expect to have a well-developed view of the clients’ financial needs and goals, constructed from discussions with the clients themselves. Once a clear understanding of the clients’ objectives has been developed, Lava Wealth Management investment adviser representatives will use a combination of securities to achieve these ends.

Lava Wealth Management’s overall bias is a conservative one. The firm seeks to create competitive risk-adjusted returns for its clients while attempting to limit the overall portfolio risk. Lava Wealth Management will allocate client assets to create a diversified portfolio that may include large cap ‘blue chip’ stocks, mid-cap stocks, small cap stocks, dividend paying investments, preferred shares, master limited partnerships, foreign equities, and fixed income securities.

Given the right opportunities and taking into consideration a client’s risk tolerance, Lava Wealth Management will also use a limited mix of thinly traded or special situation stocks that have unique capital appreciation opportunities and greater growth potential. Regardless, in all cases, a Lava Wealth Management conservative bias will remain in pursuing a tax-efficient strategy focused on long-term capital gains rather than short-term trading profits.