The Lam Group - Investment Advisory and Management Services

The Lam Group Newsletter is an overview of our thoughts on current market conditions, and general portfolio management philosophies and strategies for taxable investors.  While we are writing about the asset allocation strategies and general investment philosophies we use for our own clients' portfolios, it is important to realize that different investors have different risk profiles and investment goals. That being said, the newsletter focuses on the general challenges facing taxable investors and the issues they should be concerned with in their own personal investment portfolios. The concepts and ideas in this newsletter are meant for taxable investors regardless of portfolio size.

The ideas discussed in The Lam Group Newsletter are asset allocation and investment strategies similar to those we employ in our clients' portfolios. 

Nelson J. Lam
The Lam Group, Inc.

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Disclaimer: Opinions and views expressed in this Newsletter and on the website are solely those of the author and are subject to change based on market and other conditions. These materials, including the mention of individual securities and mutual funds, are provided for informational purposes only and should not be used or construed as a recommendation or solicitation to buy or sell any security, fund or sector. Neither The Lam Group, Inc. nor any of its data or content providers (such as Morningstar and Dimensional Fund Advisors) shall be liable for any errors in the content, or for any actions taken in reliance thereon. All data provided by The Lam Group, Inc. is based solely upon research information provided by third parties. The Lam Group, Inc. has not reviewed, and in no way endorses the validity of such data. The Lam Group, Inc. shall not be liable for any actions taken in reliance thereon. Past Performance is no guarantee of future results.

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Contact us at:
The Lam Group, Inc.
P.O. Box 850      Lake Oswego, OR 97034
Phone: 503.635.9344    Fax: 503.210.9344