what we offer

Investment Shaped Solutions

We provide tailor-made financial solutions to our clients, empowering them to manage their finances in the most efficient manner to build their wealth.

Goal setting

This involves defining the objectives of the investment fund and the specific outcomes that Lofty-Corban hopes to achieve. Goals include long-term capital appreciation, current income, or a combination of both.

Risk Management

Lofty-Corban also actively manages risk, by diversifying the portfolio, monitoring the performance of investments, and making adjustments as necessary to protect against losses.

Asset Allocation

This step involves determining the optimal mix of asset classes, such as stocks, bonds, and cash that will be held in a fund. The asset allocation decision is based on the specific funds investment goals, risk tolerance, and market conditions.

Monitoring and rebalancing

The investment portfolio must be continually monitored and rebalanced as market conditions change and new investment opportunities arise. This may involve selling some investments to realize profits, buying new investments, or adjusting the asset allocation mix.

Security Selection

Once the asset allocation has been decided, Lofty-Corban selects individual securities to invest in. This involves analyzing companies and financial instruments to identify those that are likely to provide the best return on investment.

Reporting and communication

Lofty-Corban provides regular reporting and communication to our clients, keeping them informed about the performance of the specific funds and any changes to the investment strategy.

Goal setting

This involves defining the objectives of the investment fund and the specific outcomes that Lofty-Corban hopes to achieve. Goals include long-term capital appreciation, current income, or a combination of both.

Risk Management

Lofty-Corban also actively manages risk, by diversifying the portfolio, monitoring the performance of investments, and making adjustments as necessary to protect against losses.

Asset Allocation

This step involves determining the optimal mix of asset classes, such as stocks, bonds, and cash that will be held in a fund. The asset allocation decision is based on the specific funds investment goals, risk tolerance, and market conditions.

Monitoring and rebalancing

The investment portfolio must be continually monitored and rebalanced as market conditions change and new investment opportunities arise. This may involve selling some investments to realize profits, buying new investments, or adjusting the asset allocation mix.

Security Selection

Once the asset allocation has been decided, Lofty-Corban selects individual securities to invest in. This involves analyzing companies and financial instruments to identify those that are likely to provide the best return on investment.

Reporting and communication

Lofty-Corban provides regular reporting and communication to our clients, keeping them informed about the performance of the specific funds and any changes to the investment strategy.

our philosophy

Our Core Values and Principes

We’ve designed a culture that allows our staff to assimilate with our clients and bring the best of who we are to your business. Our culture drives our – and more importantly – your success.

High standards of conduct

Flexibility &
Adaptibility

Integrity and competence

Accountability and excellence

Innovation and empowerment

Responsibility for our actions