Investment Management

Expertise

LJ Partnership understands that the financial world can be confusing and intimidating. We focus on building long term relationships with clients, and our experienced investment team will work with existing advisors, or help build a suitable support network.

Our aim is to deliver strong risk-adjusted returns. We focus on preserving capital in real terms and adequate diversification.

At LJ Partnership, our strategy will include an assessment of client risk tolerance, income requirements, time horizon, liabilities and total asset spread. We create a portfolio to reflect those elements and then actively manage and report on our progress.

Where clients wish to retain control of their assets, we will discuss their investment objective, prepare a strategy and agree it with the client. This approach provides clients with oversight and input on the investment decisions.

We can provide either an advisory or a discretionary investment service to clients.