"WE CANNOT DIRECT THE WIND, BUT WE CAN ADJUST THE SAILS."

 

A GLOBAL

INVESTMENT

MANAGEMENT

COMPANY

 

Lakewood is an investment boutique that specializes in wealth management.

It is a partnership founded by professionals with over 15 years of experience and success in the financial market.

 

We are an independent company focused on defending only and exclusively the interests of our customers. We analyze the individual needs and, through a detailed investment process with fully customized portfolios, we seek the best solutions in the local and international markets. 

 

We believe that the high quality of our human capital and the constant search for excellence allows us to deliver differentiated results.

 
 

HUMAN CAPITAL

 

The founding partners of Lakewood have built successful careers in major financial institutions and are passionate for what they do. They believe that what determines the excellence in the quality of the final product is the combination of the high potential of human capital with the pleasure in their day-to-day activities. Lakewood’s goal is to provide the best and most complete wealth management market service.

OPEN ARCHITECTURE

As an independent company with no mandatory links with any institutions, we seek the best available solutions on the market for our customers. To this end, we are constantly analyzing the best alternatives among the asset classes and the best prices from various counterparts at the time of each transaction.

In addition, we study in depth the fund industry by carefully selecting the best fund managers with no 

geographical restrictions.

ALIGNMENT OF INTERESTS 

We focus exclusively on generating value for our customers. Our goal is the high performance, weighted by risk profile and for excellence from a qualitative point of view. This transparency in the relationship adds to better results in the long run.

CONSOLIDATION 

We understand the importance of a detailed risk report and consolidated positions in the allocation decision making. This work provides a clear vision of assets, mitigating risks, avoiding unbalanced concentration and favoring performance analysis, liquidity and foreign exchange exposure of the portfolio. Lakewood produces a full consolidation report for customers.

 

Medium-term tactical allocations and new opportunities are constantly reviewed and contingently implemented.

DETAILED ANALYSIS OF THE CLIENT'S OBJECTIVES, CONSIDERING RISK TOLERANCE, RETURN EXPECTATION, CASH FLOW PROJECTION, PERSONAL INTEREST IN DIFFERENT ASSET CLASSES, EXPOSURE TO CURRENCIES AND TAX AND SUCCESSION PLANNING.

Based on the client's objectives and on the macro and microeconomic analysis, the 100% customized strategic allocation is set.

Regular meetings with the client in order to submit the results.

Risk management of portfolios based on different economic scenarios.

The selection of fund managers is made with extensive due diligence and constant monitoring. It is our role to fully analyze the managers, both in a quantitative and qualitative way.

The investment process involves long-term discipline, but the strategies and beliefs are regularly reviewed and discussed.

 

EXCEED CUSTOMER'S

EXPECTATIONS


Lakewood seeks the complete satisfaction of our customers and the building of strong and lasting relationships.

ETHICS

 

  • Integrity and truth are a constant part of our daily routine.

 

  • Confidence is part of the essence of our job.

 

  • We assume responsibility for the decisions and actions we take.

 

  • The interests of our customers are always in first place.

 

  • We believe that long-term reputation is built with respect to the next within and outside the organization.

EXCELLENCE


We are demanding in what concerns the quality of our work.

We believe that excellence and dedication generate distinctive results.

 

Alameda Santos, 2159 cj. 131

Jardins | 01419-100

São Paulo | SP | Brasil

 

+ 55 11 5908-3939

 

contato@lkwd.com.br

 

 

© 2015 Lakewood Investment Management 

Compliance   |   Design: Flavio Treiger