Investment Strategies Overview

Our innovative investment solutions are designed to balance opportunity and risk. From equity and fixed income strategies to multi-strategy blends, we strive to provide you the choices you need to meet your financial goals.

L&S Guardian Equity Strategies

Seeks growth through concentrated tactical participation with strong focus on capital preservation

  • Tactical Equity Income

    Seeks to provide income through yield and capital appreciation primarily from tactical, unconstrained investment in risk-appropriate individual equities. Proper risk exposure is managed through active allocation between equities and cash.

  • Tactical Equity Opportunities

    Seeks growth through capital appreciation primarily from tactical, unconstrained investment in risk-appropriate individual equities. Proper risk exposure is managed through active allocation between equities and cash.


  • Tactical Equity ETF

    Seeks growth through capital appreciation primarily from tactical investment in risk-appropriate ETFs. Proper risk exposure is managed through active allocation between equity ETFs and cash.

L&S Explorer Equity Strategies

Seeks growth through broad market diversification

  • Core

    Seeks growth through capital appreciation by investing in ETFs that achieve a global investment presence, with an emphasis on the United States.

  • Core Select

    Seeks growth through capital appreciation by maintaining a 50-80% investment in ETFs that achieve a global investment presence, with an emphasis on the United States, while also investing in a select list of individual equities.

  • Diversified Equity

    Seeks long-term capital appreciation through diversified exposure to equities. Diversification is achieved through the selection of individual stocks, mutual funds, index and actively-managed funds, and ETFs that provide access to different asset classes.

L&S Sprinter Equity Strategies

Seeks growth through consistent market participation

  • Income Equity

    Seeks to provide income and capital appreciation through the selection of a portfolio of individual equity securities that we expect to consistently raise dividends by 6% or more annually.

  • Equity Growth

    Seeks growth through capital appreciation by investing in a portfolio of companies that we expect to grow earnings and revenues at a rate faster than the average company.

L&S Fixed Income Strategies

Primary focus on yield

  • Short-Duration Investment Grade Bonds

    Seeks to generate taxable income, combined with relative portfolio stability, for clients with a need or desire for long-term capital stability.

  • Tax-Free (Municipal) Fixed Income

    Seeks to generate tax-free income, combined with relative portfolio stability, for taxable clients with a strong need for regular income payments.


  • Taxable Fixed Income

    Seeks to generate taxable income, combined with relative portfolio stability, for clients with a strong need for regular income payments.


  • High Yield Bonds

    Seeks to generate high levels of taxable income and modest capital appreciation by investing in intermediate-term bonds that are rated as non-investment grade (below BBB or Baa) by the major bond rating agencies.

  • Short Duration High Yield

    Seeks to generate high levels of taxable income and modest capital appreciation by investing in short-term bonds that are rated as non-investment grade (below BBB or Baa) by the major bond rating agencies.

Customized Strategies

  • Customized Strategies

    L&S Advisors also works with investors to design customized portfolios to strive to meet client-specific investment goals. From covered-call and MLP strategies to portfolios designed around positions with significant long-term gains, we will help you design a portfolio in an effort to meet your investment needs.