Investment Consulting

A cornerstone of Landmark’s investment consulting approach is providing advice that serves the best interest of our clients. We provide independent and objective investment advice to our clients on an ongoing basis. Our investment advisory services include constant monitoring and the integration of each client’s entire investment portfolio. Our Investment Committee meets regularly to review our firm-wide investment choices, explore new investment opportunities, review our asset allocation models, and make changes based on developments in the capital markets and the global economy. Our approach is completely customized to each client’s assets, constraints, risk tolerance and time horizons. Our portfolios are highly diversified, covering multiple asset classes. Two experienced advisers are assigned to each client relationship. Our portfolio construction process is illustrated below:

Nonprofit & Institutional Consulting

Landmark Wealth Management works as a partner with our nonprofit and institutional clients by assisting them with investment selection, development of asset allocation, investment policy statements and strategic consultation which can further integrate their missions and beliefs into the overall strategy. Landmark provides education, transparent reporting and customized programs to support the trustees in their roles throughout implementation and overseeing the investment strategy.

Socially Responsible Investing

Environmental, social and governance (ESG) investing has become an increasingly popular area of interest for investors. Our team has developed and maintained ESG investment options and ESG compliant portfolios that go well beyond the traditional screening process. We utilize industry-leading research tools, as well as specific holdings analysis in our research to create customized portfolios for our clients. We firmly believe that by offering a wider array of ESG solutions, clients will be better equipped to use the approach that fits their missions, values and ultimately meets their overall investment objectives.