Investment Management

GROWING YOUR DOLLAR

Investment management can take many different forms. At LBW we follow a specific framework when seeking investment opportunities. The foundation of this framework was laid by Benjamin Graham and David Dodd and further modified by Warren Buffet and Charlie Munger. This framework allows us to assess investments by building in a margin of safety, and thereby reducing the risk to our clients’ assets. We are long-term thinkers, diligent and adaptive students, and have an affinity for details. These are just a few of the core attributes we use in determining the margin of safety for each investment we make. Our attention to detail allows for the potential of better long-term performance results while also better mitigating the risk of potential losses.

6410 Enterprise Ln., Ste. 120

Madison, WI 53719

(608) 286-1321

tsbickmore@lbw-wealth.com

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Leach, Bickmore & Weiss Wealth Management is a registered trademark of Leach, Bickmore & Weiss Wealth Management, LLC

LBW Wealth Management is a registered trademark of Leach, Bickmore & Weiss Wealth Management, LLC

Photo Courtesy of John Swise, Rebecca Li and Katie Dunkel

Copyright © 2019 by Leach, Bickmore & Weiss Wealth Management, LLC.  All rights reserved.