Asset Allocation Process

Laidlaw Asset Management (LAM) utilizes an Asset Allocation process to optimize returns customized for a client’s desired level of market risk. Our strategy utilizes low-cost, tax efficient Exchange Traded Funds (ETFs) to obtain diversified market exposure. The Investment Committee of LAM takes a consultative approach with our clients with careful consideration of their financial goals and objectives. Our unique platform of comprehensive solutions and unbiased advice establishes true partnerships with our clients to foster wealth creation and preservation.