Why Strategic Investment Management Doesn’t Always Look Busy
Early members of the Lawson Kroeker team, including Bruce Van Kooten, Portfolio Manager, can look back fondly on memories of co-founder Frank Lawson dedicating a lot of time to work that didn’t look much like investment management. (Or at least how the general public would think of investment management tasks.)
Frank would be in his office, quietly sitting at his desk. If anyone asked what he was up to, he would respond simply with, “Thinking.”
“Smart investing requires careful contemplation of the next step in the strategy, as well as knowledge of how that step might impact future investments. It requires looking at what’s happened, historically, especially because we want to invest with companies we know and understand – and those with a history of making money,” says Tom Sudyka, Portfolio Manager.
There’s also a creative side to investment management, and that requires time to think.
“Like fine art, each investment portfolio should reflect the creative and personalized aspects of a masterpiece. Like the colors and styles in a commissioned piece, your investments are designed for who you are as an individual,” says Sudyka. “This approach takes time. It takes diligence. It requires careful focus – but this is the philosophy our firm was built upon, and it’s how we continue to move forward.”
This approach is harder to find in large-scale investment firms, says Sudyka, who are becoming more commoditized as an industry. “Finding firms that build portfolios for individuals is becoming increasingly more difficult. Large investment firms try to fit you into one of their product models, which is more like a commodity.
We believe our clients value having a portfolio built for their needs and objectives – and that they value the opportunity to enjoy an authentic experience from a thoughtful team they can trust. Investment management isn’t about outperforming an index or other metrics. It’s about helping individuals and families achieve their aspirations for their future and looking for ways to protect the wealth they have,” says Sudyka.
For more information about why having time to think is a key part of success at Lawson Kroeker, send us an email. We also invite you to watch our video to learn more about the value of taking time to think.
3 Values That Distinguish the Lawson Kroeker Approach
When you seek out investment guidance, you want to know that you’re not just a set of numbers. You want a personalized experience that comes from an advisor who shares your values. At Lawson Kroeker, you’ll quickly see that our advisors aren’t the “typical Wall Street” type. In other words, our team’s experience includes large-scale firms at major cities, but we prefer a smaller firm where we can make our decisions in-house.
Take a look at three important values that our advisors embrace and celebrate:
Our advisors focus on each client and their individual needs. While there are similarities between some portfolios, they are never identical. It’s clear to us that smaller is better, and this plays out at Lawson Kroeker in terms of discipline.
How? Having a focus on clients means we have time for a disciplined approach. It allows for the opportunity to look at stocks and manage the money using time-honored principles of investing.
Discipline also comes into play with how our advisors respond to events in the market. Rather than responding like the “herd” to media and market headlines, the Lawson Kroeker team is disciplined to ignore the commotion. Instead, we stick to the investment principles that work over time to build your wealth and protect your assets.
At Lawson Kroeker, there’s a different approach to investing, and it’s all based on relationships and the determination to serve clients well. As Tom Sudyka discusses, the founders of Lawson Kroeker always encouraged advisors to not just treat a client’s portfolio as if it was their own, but to take it a step further.
In fact, our advisors view each portfolio as if it were their mother’s or their grandmother’s. Rather than trying to beat a benchmark or an index, our team is focused on trying to help each client reach their financial goals. In fact, the entire process is personal. Clients can email or make a phone call at any time and speak directly with the Portfolio Manager who is making the decisions. (Consider this approach compared to a large-scale national firm, where hundreds of employees are each serving dozens of clients).
At Lawson Kroeker, we work with clients from a wide variety of financial situations. Employees have a variety of backgrounds.
Among the advisors at Lawson Kroeker, there’s an average of 30+ years of experience. This means they can help you navigate the range of situations and scenarios that can impact your investment strategies.
Our professional team at Lawson Kroeker agrees that there’s a key difference in working this way. Here’s how Tom Sudyka, Portfolio Manager, says it: “We understand that being a smaller firm means we have time to focus on individual client needs and individual portfolios. We have all worked at bigger firms, and at Lawson Kroeker, we have the time to do what we’re really hired to do – and that is manage the money. This makes us a little different.”
Today, we invite you to experience the Lawson Kroeker difference. Contact us and let’s get started on something new together.