L & L Partners Wealth Management

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Investment Management, Financial Planners, Financial Planning Consultants

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(845) 368-1103Call Visit WebsiteVisit Website Map & DirectionsDirections78 Lafayette AveSuffern, NY 10901 Write a ReviewWrite Review

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L & L Partners Wealth Management

Investment Management
Multi asset allocation is also a part of the DNA of L&L. While most allocators simply look at portfolio management as a binary choice between bonds and stocks, we actively diversify through alternative assets such as gold, commodities and digital assets. We don’t have automatic allocations to such assets but tactically allocate to these alternatives when the process cycle signal is positive. For example, if our research suggests that energy or gold are expected to outperform, why not increase client exposure and actively manage risk? If our process expectations are for a tough environment in alternatives then we will dynamically reduce allocations to protect and manage risk during a possible downturn.

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Extra Phones: Phone: (212) 871-6354
Payment method: check, debit
Other Link: https://llpartnerswealth.com
Categories: Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investments, Stock & Bond Brokers

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Phone: (845) 368-1103

Address: 78 Lafayette Ave, Suffern, NY 10901

Website: https://llpartnerswealth.com

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L & L Partners Wealth Management

Investment Management
Multi asset allocation is also a part of the DNA of L&L. While most allocators simply look at portfolio management as a binary choice between bonds and stocks, we actively diversify through alternative assets such as gold, commodities and digital assets. We don’t have automatic allocations to such assets but tactically allocate to these alternatives when the process cycle signal is positive. For example, if our research suggests that energy or gold are expected to outperform, why not increase client exposure and actively manage risk? If our process expectations are for a tough environment in alternatives then we will dynamically reduce allocations to protect and manage risk during a possible downturn.
Bonds
Wealth Management
L&L Partners Wealth Management LLC (“L&L”) is a registered investment adviser located in the State of New York. L&L and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which L&L maintains clients. L&L may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. L&L’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of L&L’s web site on the Internet should not be construed by any consumer and/or prospective client as L&L’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from L&L. Any subsequent, direct communication by L&L with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of L&L, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov or state securities law administrators for those states in which L&L is registered. A copy of L&L’s current written disclosure statement discussing L&L’s business operations, services, and fees is available from L&L upon written request. L&L does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to L&L’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Accounting Services

Financial Planning
Asset Management
We believe that the initial conversations you have with us may be similar to other advisors but our plan, and especially the execution of it, will be where we differentiate ourselves. Our process is tactical, dynamic and involves multi asset allocation. At L&L, instead of simply deciding on a passive allocation mix and sticking to it., we tactically adjust portfolio weightings based on economic cycles, rate of change expectations, market psychology and technical analysis. These tactical asset changes are implemented with the goal of generating superior risk-adjusted returns compared to a more typical static asset allocation approach. For example, if our research suggests that bonds or cyclical stocks are expected to outperform, why keep a passive predetermined allocation in those assets? Why not increase client exposure and actively manage risk? If our process expectations are for a tough environment in equities then we will dynamically reduce allocations to protect and manage risk during a possible downturn.

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