Email: contact@lim.solutions
Link's Portfolio Manager - LPM - A wholly owned subsidiary of Link Investment Management
Helping employees realize their investment objectives and financial goals
Employers confident employees are in good hands
Proprietary Investor Questionnaire (Know Your Client)
Follow-up schedules so no employee goes it alone
Portfolios matched to individual investor profile
Profiles built on time horizon, risk tolerance and investment objectives
Processes to ensure the employee risk profile is properly matched to a risk-appropriate, diversified investment portfolio – specific for them.
Portfolio construction is founded on three core principles:
1. Asset allocation is the primary determinant of long-term performance
2. Fees have a profound effect on the final value of a portfolio
3. Reinvesting dividends significantly enhances long-term returns
