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Lumen Global Investments

R4A

Construct and Customize Your Portfolio in 5 Easy Steps ~ 19 to 25 minutes

  • Begin by clearly identifying the investment objective and goals, and match it with the most suitable strategy consistent with those objectives ... "One can't manage what one can't define."... or the cardinal sin in wealth management.

    Define Investment Goals and Select the “right” Strategy ~ 5 minutes:

    Begin by clearly identifying the investment objective and goals, and match it with the most suitable strategy consistent with those objectives ... "One can't manage what one can't define."... or the cardinal sin in wealth management.

  • by answering a comprehensive and exhaustive series of professionally designed psychometric questions. Align the results with the investment goals to ensure compatibility and consistency.

    Measure Risk Tolerance and Investment Capacity ~ 10 minutes:

    by answering a comprehensive and exhaustive series of professionally designed psychometric questions. Align the results with the investment goals to ensure compatibility and consistency.

  • Review the optimal portfolio that best matches and is consistent with the risk tolerance profile, investment capacity, and investment goals.

    Discover Recommended Portfolio ~ 3 minutes:

    Review the optimal portfolio that best matches and is consistent with the risk tolerance profile, investment capacity, and investment goals.

  • by applying eventual constraints (min/max limits) by asset classes or individual positions based on subjective criteria.

    Further Customize the Portfolio with Subjective Guidelines ~ 4 minutes:

    by applying eventual constraints (min/max limits) by asset classes or individual positions based on subjective criteria.

  • Identify short-term risks via institutional-grade risk metrics assessing maximum loss potential ... beyond just volatility! Stress-test the long-term outcome(s) and discover the probability of successfully meeting the investment goals.

    Assess Risk and Probability ~ 3 minutes:

    Identify short-term risks via institutional-grade risk metrics assessing maximum loss potential ... beyond just volatility! Stress-test the long-term outcome(s) and discover the probability of successfully meeting the investment goals.