Looking Certified Financial Planners Company in Queens, Brooklyn & Staten Island? Find newsletter articles, calculators, and research reports at LPS Financial. More info :- http://www.lpsfinancial.com/Platinum-Services.3.htm
Looking Certified Financial Planners Company in Queens, Brooklyn & Staten Island? Find newsletter articles, calculators, and research reports at LPS Financial. More info :- http://www.lpsfinancial.com/learning_center/flipbooks/
Flipbooks
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
Looking Certified Financial Planners Company in Queens, Brooklyn & Staten Island? Find newsletter articles, calculators, and research reports at LPS Financial. Web site link :- http://www.lpsfinancial.com/Process.4.htm
Process
Investment Policy Statement
Setting up an Investment Policy Statement is one of the most crucial steps taken when a client joins us at LPS. The Investment Policy Statement defines the client's general investment goals, risk tolerance, and objectives. We refuse to settle for the generic “cookie cutter” approach.The Investment Policy Statement outlines the financial strategy that will be the guide to help us create the client's custom tailored portfolio.
Although created once, the IPS is not a static statement. Through constant communication with our clients, we continuously update and refine each client's risks and objectives.A properly constructed Investment Policy Statement provides support for following a well-conceived, long-term investment plan, rather than one that is based on false overconfidence or panic in reaction to short-term market fluctuations.
Portfolio Review / Analysis
Our Investment / Portfolio Review gives our clients detailed breakdowns and thorough analyses of their investment portfolios.
We analyze each portfolio from two directions: Top-Down and Bottom-Up.
The Top-Down approach focuses on asset diversification, correlations between holdings, and risks exposed by over-weighting any given sector or industry.
The Bottom-Up approach focuses on individual security selection. Whether it is a common stock, bond, ETF or a mutual fund, we will analyze the individual security's merits.
We then compare the client's entire portfolio against the objectives stated in their Investment Policy Statement.
Portfolio Management
Once we construct a portfolio for a client, we focus on the Long Term. We make changes when they are warranted by the Investment Policy Statement and the Macro environment. We monitor each investment for its own merits and logically adjust the holdings as needed.
We strive to minimize fees and taxes, and always consider these factors when managing our client's portfolios.We believe an open line of communication is very important, especially in today’s investing environment.Since many of our accounts are non-discretionary, we speak to our clients to go over any changes in their holdings.
We make sure to review each client's portfolio at least once a quarter. In these reviews, we also discover as much as possible about any significant changes in our client's lives. Whether it be changes in marital status, employment, new child, business etc. these are all factors that make a huge difference in how we will manage our client's assets.
In our quarterly and annual reviews, we recap our client's goals, our performance, and also rebalance our holdings if necessary.
We're a team of certified financial planners in Queens, Brooklyn, Staten Island. Our Brooklyn, Queens & Staten Island financial planner help to pay fewer taxes.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.
We Want To Empower Our Clients To Create, Protect & Preserve Their Individual and Corporate Wealth.
LPS Financial is committed to the investment philosophy that we have always adhered to. In a service business, we know that without dedicated, talented and thoughtful people, we cannot be the firm we aspire to be. Keen attention to integrity and responsibility is followed in everything we do. We are committed to maintaining a culture of diversity, integrity and strong business principles.
The New Standard in Personalized Wealth Management
Welcome to LPS Financial, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
Tax-deferred retirement plans for self-employed individuals have higher contribution limits than IRAs.
Gaurav Lall
Managing Partner
For over a decade, clients have sought Mr. Lall’s advice in implementing strategic wealth plans that encompass a well-balanced approach to investing. Mr. Lall heads the Risk Assessment division.He has been responsible for entrenching the firms core principles and philosophy to clients. With the help of his team, they analyze and diligently review quantitative and qualitative risk for the betterment of client portfolios.
Prior to co-founding LPS Financial, Mr. Lall started his career as an Associate at Raymond James Financial and then as a Senior Financial Consultant at a boutique firm on Wall Street.
Aron Pinson, CFA is a Co-Founder and the Chief Investment Officer of LPS Financial LLC, an SEC Registered Investment Advisor.
Mr. Pinson has a longstanding passion for investing that predates his professional experience in the business. From the young age of 13, Aron was involved in the equity markets, trading his own accounts and learning all that he can about the complex financial marketplace.
Mr. Pinson has more than a decade of professional financial market experience. He is a Chartered Financial Analyst and is a member of the CFA institute.
In 2001, Mr. Shabat, true to his entrepreneurial spirit, embarked on a career as an owner/operator of several telecommunications outlets throughout New York City. After building a thriving business,
Mr. Shabat made a decision to sell his franchise in order to pursue his fervent passion for the financial markets by becoming a Financial Consultant in 2004.
His experiences as a successful entrepreneur and business strategist as well as a devoted and involved family man have proven to give Mr. Shabat an ability to understand his client’s day-to-day needs and long-term goals.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.
Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
Contact US :-
2535 VICTORY BLVD STATEN ISLAND, NY 10314
Phone : -212-328-7876
: -212-328-7877
E- Mail :-INFO@LPSFinancial.com
