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
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Tactical Equity Income
Seeks to limit client exposure to both sector specific and systemic market events while providing income. This process seeks to produce a high and growing dividend yield while balancing capital preservation with growth of capital over a full market cycle.
- • Mostly Individual Securities
- • Concentrated Sector Exposure
- • Tactical Asset Allocation
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Tactical Equity Opportunities
Seeks to limit client exposure to both sector specific and systemic market events by tactically allocating to U.S. listed issues and cash. This process seeks to generate attractive risk adjusted returns relative to the strategy’s benchmark over a full market cycle.
- • Mostly Individual Securities
- • Concentrated Sector Exposure
- • Tactical Asset Allocation
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Tactical Equity ETF
Seeks to limit client exposure to both sector specific and systemic market events by tactically allocating to ETFs and cash. This process seeks to generate attractive risk adjusted returns relative to the strategy’s benchmark over a full market cycle.
- • ETFs Only
- • Concentrated Sector Exposure
- • Tactical Asset Allocation
L&S Explorer Equity Strategies
Seeks growth through broad market diversification
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Core
Seeks growth through capital appreciation by investing in ETFs that achieve a global investment presence, with an emphasis on the United States.
- • ETFs Only
- • Diversified Sector Exposure
- • Fully Invested
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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.
- • Mostly ETFs with a few select Individual Equities
- • Diversified Sector Exposure
- • Typically Fully Invested
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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.
- • Mostly Individual Securities with a few ETFs/Mutual Funds
- • Diversified Sector Exposure
- • Modest Tactical Asset Allocation
L&S Sprinter Equity Strategies
Seeks growth through consistent market participation
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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.
Download Fact Sheet- • Mostly Individual Securities
- • Concentrated Sector Exposure
- • Typically Fully Invested
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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.
Download Fact Sheet- • Mostly Individual Securities
- • Concentrated Sector Exposure
- • Typically Fully Invested
L&S Fixed Income Strategies
Primary focus on yield
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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.
- • Corporate Bonds
- • Short-Term Duration (Less than 5 years)
- • Individual Securities
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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.
- • Municipal Bonds
- • Intermediate Duration
- • Individual Securities and Mutual Funds
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Taxable Fixed Income
Seeks to generate taxable income, combined with relative portfolio stability, for clients with a strong need for regular income payments.
- • Corporate Bonds
- • Intermediate Duration
- • Individual Securities and Mutual Funds
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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.
Download Fact Sheet- • High Yield Bonds
- • Intermediate Duration
- • Individual Securities and Mutual Funds
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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.
Download Fact Sheet- • High Yield Bonds
- • Short-Term Duration (Less than 5 years)
- • Individual Securities and Mutual Funds
Alternative and Customized Strategies
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Alternative Strategies
L&S Advisors offers investment in alternative strategies which can deliver differentiated sources of return relative to traditional equity and fixed income investments. Alternatives can help diversify a portfolio and can provide potential income.
- • Private Equity
- • Private Lending
- • Private REITs
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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.