Ever wonder what characteristics lead to long-term success? Nearly all investment firms focus on risk tolerances, and we believe that is an important aspect of choosing your investments. However, another key factor may be choosing an investment strategy that meets your behavioral makeup, one that you are potentially more likely to stick with.
LotusGroup Advisors aims to match investment strategies with client behaviors, using proprietary assessments and deep one-on-one discussions. Whether the match is to a comparison-based strategy, an absolute-based one, or an income-producing private approach…a good match may lead to reduced stress and improved long-term results.