John Lame

Provides wealth management services

The National Association of Personal Financial Advisors (NAPFA) is a company based in Arlington Heights, IL and has subsidiaries in the United States. Geoffrey Brown has been the CEO of the company since 2013.

Operates as a non-profit employee staffing and benefits organization

Lenox Wealth Management (LWM) employs an asset allocation strategy which seeks to identify an appropriate ratio of securities, fixed income, and cash suitable to each client’s investment goals and risk tolerance. The firm focuses on long-term value-oriented investments, seeking to purchase securities when they believe them to be undervalued, and/or to gain exposure to a particular asset class over time, regardless of the current projection for the class. LWM seeks to measure the intrinsic value of a security by looking at economic and financial factors and the financial condition and management of the company itself to determine if the company is underpriced or overpriced. LWM analyzes past market movements and applies that analysis to the present in order to recognize recurring patterns of investor behavior and potentially predict future price movement. When allocating assets to mutual funds and/or ETFs, LWM considers the experience and track record of the manager of the fund to determine if that manager has demonstrated an ability to invest over a period of time and in different economic conditions. They also look at the underlying assets in a mutual fund or ETF to determine if there is significant overlap in the underlying investments held in another fund in the client’s portfolio. LWM monitors the funds or ETFs in to ensure they are continuing to follow their stated investment strategy. LWM may also participate in short-term purchases, short sales, margin transactions and option writing (including calls, puts, covered calls and spreading).

Alternative investment manager