“We design portfolios for higher income, shallower drawdowns, and broad diversification.” 

– Keith Hembre, CFA  – CIO

 

Our Investment Philosophy

We believe capital markets provide compelling opportunities for building long-term wealth and that protecting it requires equal discipline and attention to risk. Our approach responds dynamically to market conditions, adjusting allocations as valuations stretch or risks emerge. This flexibility is supported by a multi-asset framework that draws on equities, fixed income, and alternative asset classes and instruments to build portfolios that are resilient across a range of market environments.

Our Approach

We offer professionally managed investment portfolios designed to help investors pursue growth, generate income, and manage risk. Each portfolio incorporates elements of our core investment strategies to establish a diversified mix of assets while emphasizing consistent, long-term results and thoughtful risk management.  

Built from our core strategies

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Core Strategies

Equity Premium

  • Broad diversification across equity markets
  • Enhanced income potential
  • Reduced downside volatility
  • Focus on long-term capital appreciation
  • Available in a Catholic faith-based investment vehicle

Bond Premium

  • Diversified exposure across bond markets
  • Enhanced income potential
  • Reduced downside volatility
  • Limited credit-risk exposure

Reduced Volatility and Enhanced Income

  • Lower correlation to traditional equity and bond markets
  • Enhanced income potential
  • Reduced volatility vs. traditional equity portfolios
  • Reduced market drawdowns

All our investment strategies are available with or without an options overlay. When utilized, options can enhance income while helping manage volatility and portfolio outcomes. Our primary options strategy involves selling fully collateralized cash-secured put and covered call options. This approach is designed to generate additional income while maintaining a disciplined risk-management framework.

For more detailed information about our approach and how it may fit within your overall investment plan, please reach out to either Keith khembre@liniam.com or Mark maustin@liniam.com .