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 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.

  • 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.

  • 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.

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.