Lesley Cannan

LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies.

Core invests globally and seeks to reap the investment benefits of favorable, long-term trends in global economies and asset markets. The firm takes a top-down macro view with global orientation for all investment decisions. They invest broadly in public securities, generally using Exchange-Traded Funds (ETFs), mutual funds, and, to a lesser degree, individual stocks and bonds. The portfolios Core manages are generally conservatively structured.

Functions as a College/University

Provides investment advice

Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform.