Lockey News

LIG's core investment philosophy forged from years of experience in the financial marketplace centers on the belief that markets may change but human nature does not. Investors are driven by the powerful emotions of fear and greed. Emotions run high when investors are making critical decisions about their own portfolios; decisions that are typically made in isolation, many times spontaneous and often influenced by the masses. Modern portfolio theory suggests that investors should remain fully invested in their respective allocations among the various asset classes; however, this ideal is difficult to maintain when the markets are fluctuating at extreme levels simultaneously. As Global markets enmesh and Geopolitical forces irrupt and fade, LIG understands that traditional "buy and hold" investment strategies "off the shelf" are deficient and service providers lack accountability.

There are some specific aspects about the markets we like to reduce or avoid altogether:

1. Risk

2. Hope

3. Fear

4. Complacency

5. Exuberance

Socrates said a wise man is he who knows that he doesn't know very much. Investors consistently overestimate how much they know and dismiss proven methodologies utilized to mitigate risk.

LIG believes that the solution lies with an Independent Advisory Firm leveraged with renowned Partners working as One to create Powerful, Visionary Solutions that are integrated with dynamic Risk Management Programs, Hedging Strategies and Alternative Investments. Once LIG's solution is in place, clients can then execute their strategies in bull & bear markets with confidence and accuracy without the risk of ruin.