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Investment 

Investing Philosophy


Simple Long-Term Growth Strategies

At LGK Investments of Aligned Capital Partners Inc., portfolio changes are not based off short-term market fluctuations. If the market goes up one day and down the next, we aren't going to be buying and selling within clients accounts.

The focus is long-term investment growth. We are committed to protecting your investments, not risking them. We take a more cautious approach to managing your money.

Our goal is to provide accounts with roughly 80% of market growth at only 50% of the market downside. We fill accounts with funds that complement each other to ensure that all your eggs are never in one basket. In addition, we research our investment managers rigorously and communicate with them regularly to ensure the right mix for each individual client.


4 Success Factors

There are four major factors that combine to create investment success:

  1. Market Performance - Making sure money is in the right place helps protect your wealth.
  2. Risk Level - Your personal risk tolerances depends on whether you're in a position to pay for life's expenses, willing to accept market volatility, or need to maintain cash flow for retirement. This then determines how your money is invested. 
  3. Contributions - More contributions strengthen an account and averages out market volatility as time goes on.
  4. Time - Leave your investments untouched and you'll see the wonders of compound growth. This is part of why we concentrate on long-term time horizons!


Our Investment Process




Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”).    Investment services are provided through LGK Investments, an approved trade name of ACPI.    Only investment-related products and services are offered through ACPI/LGK Investments and covered by the CIPF. Financial Planning and insurance services are provided through LGK Wealth Management. LGK Wealth Management is an independent company separate and distinct from ACPI/LGK Investments.

 

                 


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