Services
LotusGroup Advisors offers a wide range of wealth management services that are focused in the following areas:
General Services
- Goal-development & tracking
- Investment product guidance
- Account setup & administration
- Portfolio management
- Ongoing behavioral advice
- Ongoing financial advice
Financial Planning
- Spending Plans
- Auto-savings plans
- Financial Plans / Goal Trackers
- Education Expense Plans
- Contingency Plans / Needs Analysis
Wealth Protection
- Use of a diversified investment strategy across 38 discreet asset classes to hedge against the risk of serious decline
- Weekly portfolio rebalancing to ensure the portfolio is not over-weight in a particular asset class
- Ultra Conservative to Moderate Investment Profiles to ensure less volatility
Wealth Enhancement
- Use of an active, tactical asset allocation model to provide the greatest probability of portfolio growth
- Investment in a broad spectrum of asset classes that offer potential higher returns, such as foreign and emerging market securities
- Moderate to Aggressive Investment Profiles to seek higher returns
Wealth Transfer
- Guidance on Estate Plans, including various types of Trusts
- Management of Trust assets
- Tax optimizing strategies
Charitable Giving
- Charitable Remainder Trusts
- Family Foundations
- Community Service and other philanthropic initiatives
- Advice and execution for ongoing financial independence for non-profit organizations