Investment Philosophy

Our Investment Philosophy

An investment philosophy is a coherent way of thinking about markets, how they work to put into practice. It’s a set of core beliefs that you can go back in order to generate new strategies to make it work. The investment philosophy of Laverne begins from the perspective that our clients are seeking a relationship which focuses on their short- and long-term goals via the provision of a strategic wealth management plan, coupled with a transparent, flexible and nimble investment solution.

Our goal is to invest in high-quality investment-grade municipal securities to protect our clients’ principal and raise yields. In the absence of a well-considered strategic wealth management plan, we believe there is less capacity to define an appropriate level of portfolio risk. We believe that asset allocation, and genuine portfolio diversifications are the key drivers of portfolio risk, and that high transparency and liquidity are important for navigating volatile market conditions.

Our corporate values guide our clients

Client Relationship

Client relationship focuses on the short- and long-term goals via the provision of a strategic wealth management plan, coupled with a transparent, flexible and nimble investment solution.

Focus

Laverne focuses on client’s business and personal circumstances and seeks to meet their goals and objectives through best of breed technology and financial products, delivered via a client centric relationship and service.

Customized Solutions

Customized wealth management plans with high transparency and liquidity are important for navigating volatile market conditions.

Our investment strategies follow our overarching investment philosophy.

Investor Forum

Any advice provided by Laverne is general in nature only and does not take into account the personal financial situation, objectives or needs of any particular person.