LDIC is dedicated to providing long-term growth of capital through a broad range of investment strategies for mid-to-high-net worth individuals, corporations, foundations and family offices. Since 1998, LDIC has assisted our clients in meeting their financial goals and achieving Wealth Longevity.
Investment Philosophy
LDIC offers a broad range of investment strategies. Each strategy is designed with a goal of providing diversified market exposure, tax efficiency and long term portfolio growth balanced with preservation. Whether you are saving for your children’s education, a financial goal or your retirement, LDIC can assist you in achieving Wealth Longevity.
LDIC’s investment philosophy is to manage each client’s portfolio by applying various strategies to preserve wealth, manage risk, and focus on long-term growth.
In an ever-changing macro environment, we focus on uncovering value by identifying leading investment themes that drive performance.
Through careful understanding of our clients’ objectives and individual risk tolerance, LDIC develops and implements investment plans to meet your personal financial goals. Our wide range of investment mandates allow us to meet your risk and return profile.
Partnering with a trusted investment management team allows you to focus on what you do best, while we focus on your Wealth Longevity.
Investment Strategies
LDIC offers seven unique model portfolios across multiple assets classes. Our model portfolios offer varying levels of risk to accommodate a wide range of investment objectives. Investment selection and asset allocation parameters are specific to each model portfolio and provide our clients with target returns at an appropriate risk level.
Wealth &
Estate Planning
LDIC believes in the importance of assisting individuals in developing an effective wealth plan to meet their financial goals and manage life transitions, such as the move to retirement. The LDIC wealth planning process offers clients a comprehensive review of their current financial landscape, future income scenarios and a pathway to achieving Wealth Longevity.
Investment Funds
LDIC’s investment funds provide investors with access to actively managed investment strategies.
Our balanced strategy, the LDIC Growth & Income Fund, offers investors access to diversification and growth and features a low initial investment. Our alternative investment strategy, the Healthcare Special Opportunities Fund allow access to specialized investments that can assist in meeting unique financial goals.
