The Lam Group, Inc. is a
fee-only SEC-registered investment advisory firm based in
Lake Oswego, OR.
We specialize in providing investment management and
portfolio consulting services for taxable high-net worth
families and family offices, as well as for foundations,
endowments and select institutions.
Our focus is on the construction and management of
investment portfolios matched to the return objectives and
risk tolerances of our clients. Our investment philosophy
is based on portfolio asset allocation, investment manager
research and selection, and the minimization of taxes and
The actual management of investment accounts is driven by
each client’s investment policy, formulated with the
client prior to investment implementation. It is this
investment policy that sets the objectives and risk
parameters for the portfolio, as well as defining the
types of securities or investments to be used within each
Investment management fees are dependent on the size and
complexity of the portfolio managed. Included in our fee
is the development of a portfolio investment policy and an
individualized long-term asset allocation plan, and the
use (in most asset classes) of tax-efficient, passive
investment products to construct an investment portfolio
with risk and return characteristics consistent with a
client’s investment horizon and risk tolerance.
Our standard fee for investment management services is 1%
of assets under management (AUM) for portfolios of $1
million or less. This fee is negotiable downward for
larger portfolios. We can aggregate our fees for families
with multiple accounts or for family offices. At this
time, our minimum portfolio size for new clients is $2
The Lam Group accepts no commissions, referral fees, soft
dollars, or other hidden costs often associated with the
money management industry. All transaction cost savings
are passed through to our clients.
Our Mission is to provide honest, independent
and personalized investment advisory and management
services to taxable families and family offices,
foundations, endowments and select institutions.