Client Services
Lodis Stanford established his business with a philosophy of providing the highest possible level of service to his clients. Though times and tools have changed, the fundamentals that built our strength are practiced every day. The Stanford heritage of hard work, clear vision and valuable service to our clients continues to be the guiding force behind today’s Stanford companies.
As a privately held institution, Stanford is free to focus on our number one priority – our clients – while many publicly held institutions concentrate on the immediate expectations of their shareholders. This allows us to consider every account individually and recognize the unique goals and aspirations of each client. We examine your specific needs, objectives and constraints to determine the appropriate allocations, whatever they may be.
We provide comparisons among the markets and securities we track and explore the market-modeling and investment planning tools we utilize to determine which investments best meet your specific risk and return goals. Once we determine a client’s objectives we follow a disciplined strategy, which is based on:
- Diversification throughout:
- asset classes (debt, equity, cash and hard assets)
- economic sectors (health, financials, energy, consumer staples and technology)
- issuers (governments, multinationals, corporations, banks, etc.)
- currencies (U.S. dollar, Swiss franc, Chinese yuan and other currencies)
- countries (the Americas, Asia, Europe, Pacific Rim, emerging countries, etc.)
- Risk minimization
- Liquidity
- Portfolio efficiency
- Absolute returns
We adhere to our disciplined approach in order to maintain a stable, well-balanced structure that targets consistent yield/returns while focusing on downside risk protection. This strategy levels out the overall volatility of each client’s investment portfolio.
