LIMC was founded in 1981 on proven investment principles and an exceptional level of personalized service and accessibility.  

That continues today.

 

 

Client Focused

Investment capital is hard-earned and deserves diligence in its stewardship.  In addition to sound portfolio structure and investment management, LIMC’s business model relies on being accessible to our clients and having an appreciation for unique circumstances that require attention today and flexibility going forward.  Acting as a fiduciary for each client, we are experienced in working with your tax, legal, and business advisers and welcome collaboration when appropriate. We understand that beyond just delivering long-term investment performance, the success of our investment partnership depends on developing your comfort and trust. 

Portfolio Management

LIMC considers each client’s cash flow needs, their desire to protect and grow wealth, and their financial and emotional ability to tolerate investment risks when constructing investment portfolios. We manage substantially all portfolios with stocks, bonds, and cash allocated in keeping with client investment objectives. In addition to enhancing portfolio transparency, we believe that diversified holdings of individual securities offer more options for tax efficiency and minimizing investment costs. For client protection, LIMC never takes possession of client assets but rather maintains discretion only to buy and sell investments on your behalf with fiduciary responsibility. Client assets are held by a third-party custodian, such as Charles Schwab & Co., Inc.

Investment Strategy

LIMC seeks to deliver superior long-term portfolio returns by applying a disciplined approach that prioritizes sound and attractive financial, valuation, and business fundamentals.  We dedicate significant resources to internal research and the development of investment ideas. Each portfolio manager is a Chartered Financial Analyst (CFA) charterholder, a designation respected in the investment industry for its high standard of professional practice and ethics. Investment actions are agreed upon and implemented with a team approach including all LIMC portfolio managers. Broad investment actions are then carried out in a timely manner for all clients with unique client issues continually addressed as needed.

 

For more details on our business, click here to review LIMC’s Form ADV Part 2 as filed with the United States Securities and Exchange Commission.