Latus Capital Management
Through Latus Capital Management, a registered investment advisor, we provide leading edge wealth management services. We will develop and manage an asset allocation strategy that includes publicly traded stocks and bonds and may include real estate and private equity. Latus Capital Management is fee based and completely objective. We use non-affiliated money managers, mutual funds, low cost indexes and exchange traded funds. As a client of Latus Capital Management we help you plan, preserve and prudently grow your wealth factoring in the volatile nature of the markets and the potential obstacles posed by inflation, taxes and poor investment decisions.
- We use an objective and rational approach that emphasizes diversification,
low fee and tax awareness:
- Fee only
- Strategy development including an analysis of your current situation and identification of important planning and wealth management criteria
- Asset allocation with strategic diversification and the formulation of an investment policy statement tailored to your risk tolerance, time horizon and financial goals
- Investment and manager selection utilizing our extensive research capabilities to optimize performance and manage the fees and tax effects for our clients
- Active management and rebalancing of client portfolios to adjust to changes in the investment environment
- Reporting using state of the art technology
- Client reviews and communication to ensure we understand your objectives and can be responsive to any changes in your goals
- A broad range of investment options including low cost index and ETFs, selective active management and if appropriate private equity investments
For more information on Latus Capital Management contact Michael Salerno.