Harrison Lazarus Advisors Investing Approach

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Harrison Lazarus Advisors Investing Approach

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  • Harrison Lazarus Advisors Investing Approach

    1. 1. We build and coordinate wealth management solutions
    2. 2. Intentions <ul><li>Learn from the past </li></ul><ul><li>Live in the present </li></ul><ul><li>Plan for the future </li></ul>
    3. 3. Learn from the past <ul><li>Short term swings </li></ul><ul><li>don’t necessarily equal </li></ul><ul><li>Long term results </li></ul>
    4. 4. Short term results
    5. 5. Historical long term results
    6. 6. Live in the Present <ul><li>Understand asset allocation </li></ul><ul><li>Balance Risk vs. Return </li></ul><ul><li>Verify a comfortable asset mix for you </li></ul>
    7. 7. Asset Allocation <ul><li>Research has shown that allocation of assets among stocks, bonds and cash equivalents is the primary determinant of long-term investment results. </li></ul>The Brinson, Hood & Beebower Study, conducted in 1987 and updated in 1991 found that nearly 92% if the variation in pension funds’ Returns over the prior 10-year period were attestable to the asset allocation decision Source: Ibbotson Associates/ Study based on 10 years of quarterly data.
    8. 8. Balance Risk vs. Return
    9. 9. Verify comfortable asset mix
    10. 10. Plan for the future <ul><li>Carpe Diem </li></ul><ul><li>Know there are no shortcuts. </li></ul><ul><li>Time in the market, not market timing </li></ul><ul><li>Take advice from experieced professionals </li></ul>
    11. 11. 1. Carpe Diem
    12. 12. 2. There are no shortcuts
    13. 13. 3. Time in the market
    14. 14. 4 Experienced advice
    15. 15. We create more time for our clients by coordinating the management, preservation, and transfer of their wealth.

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