Our Mission
A fee based advisory firm serving Cary, Raleigh and the Triangle concentrating on financial planning - estate - and investment portfolio planning
Financial planning, Investment and portfolio management does not have to be complicated and intimidating. But many would lead you to believe it is. We at L&A Capital Advisors LLC, employ very simple and easy to understand investment and financial planning strategies such as Dollar Cost Averaging, Value Vesting and Growth Vesting to assist individuals who are seeking balance and common sense to their investment goals. We utilize many resources from across the country who assist us in providing data and updates involving the many mutual funds and exchange traded fund families. We believe in an investment and financial planning strategy that sometimes is "contrarian" to normal investment approaches as each portfolio is custom designed from 'the ground up'...nobody will look like you and you will not look like anybody else unlike most firms who utilize 'investment models' who literally throw you into some kind of 'model' that is not actively managed or overseen.
A few areas involved in both Financial Planning / Investment Planning that are of great concern as we evaluate an individual's goals and objectives are:
We at L&A Capital Advisors, LLC concentrate and execute strategies with both the Financial Plan / Investment Plan that are fashioned not only around one's goals and objectives, but also are focused on something that most planners and advisors seem to ignore: Risk Adjusted Returns. Since 2008, indices have experienced the highest deviations since the market crash of 1929. Therefore, having a financial and investment plan is critical in order to achieve one's goal and understanding the potential risks that reside in each and every holding in one's portfolio.
Investment Advisory Services offered through L&A Capital Advisors, LLC, a North Carolina State Registered Investment Advisor
3737 Glenwood Avenue, Suite 100, Raleigh, NC 276123
(919) 573-6052
Financial planning, Investment and portfolio management does not have to be complicated and intimidating. But many would lead you to believe it is. We at L&A Capital Advisors LLC, employ very simple and easy to understand investment and financial planning strategies such as Dollar Cost Averaging, Value Vesting and Growth Vesting to assist individuals who are seeking balance and common sense to their investment goals. We utilize many resources from across the country who assist us in providing data and updates involving the many mutual funds and exchange traded fund families. We believe in an investment and financial planning strategy that sometimes is "contrarian" to normal investment approaches as each portfolio is custom designed from 'the ground up'...nobody will look like you and you will not look like anybody else unlike most firms who utilize 'investment models' who literally throw you into some kind of 'model' that is not actively managed or overseen.
A few areas involved in both Financial Planning / Investment Planning that are of great concern as we evaluate an individual's goals and objectives are:
- Overall Portfolio Risk (Standard Deviation)
- Risk Adjusted Returns (Sharpe Ratio)
- Portfolio Correlations (Positive, Negative, or Random)
- Alpha (How are the holdings balanced when compared to the benchmark)
- Portfolio Overlap
We at L&A Capital Advisors, LLC concentrate and execute strategies with both the Financial Plan / Investment Plan that are fashioned not only around one's goals and objectives, but also are focused on something that most planners and advisors seem to ignore: Risk Adjusted Returns. Since 2008, indices have experienced the highest deviations since the market crash of 1929. Therefore, having a financial and investment plan is critical in order to achieve one's goal and understanding the potential risks that reside in each and every holding in one's portfolio.
Investment Advisory Services offered through L&A Capital Advisors, LLC, a North Carolina State Registered Investment Advisor
3737 Glenwood Avenue, Suite 100, Raleigh, NC 276123
(919) 573-6052
