Optimize your investment outcomes with our evidence-based portfolio strategies designed for long-term growth and capital preservation.
At Lachaise Investment Fund, we combine rigorous financial research with disciplined portfolio construction to create strategies aligned with your financial objectives.
Our approach integrates modern portfolio theory with behavioral finance insights to navigate market complexities while managing risk and maximizing returns.
We believe in strategic asset allocation, diversification, and long-term perspective as the foundation for investment success.
Annualized returns over the past 5 years (net of fees)
Tailored investment approaches for different objectives and risk profiles
Designed for long-term capital appreciation with higher risk tolerance.
High
10+ years
Combines growth potential with income generation for moderate risk tolerance.
Moderate
5-10 years
Focuses on generating consistent income with capital preservation.
Low-Moderate
3-5 years
We employ a disciplined, research-driven process to construct and manage portfolios that align with your financial goals.
Deep analysis of economic indicators, market trends, and company fundamentals.
Evidence-based allocation across asset classes to optimize risk/return profile.
Comprehensive risk assessment and mitigation strategies across all portfolios.
Ongoing portfolio evaluation and rebalancing to maintain target allocations.
| Asset Class | 1 Year | 3 Years | 5 Years |
|---|---|---|---|
| Global Equities | +12.3% | +8.7% | +10.2% |
| Fixed Income | +3.5% | +4.1% | +4.3% |
| Real Estate | +7.8% | +6.2% | +7.1% |
| Commodities | +9.1% | +5.4% | +6.8% |
| Alternative Investments | +11.2% | +9.5% | +10.7% |
Annualized returns as of last quarter
Key advantages of our strategic approach to portfolio management
Reduce risk through intelligent allocation across uncorrelated asset classes and global markets.
Focus on maximizing returns per unit of risk rather than chasing absolute returns.
Minimize costs through institutional share classes and tax-efficient strategies.
Systematic rebalancing to maintain target allocations and capture market opportunities.
Proactive risk management to preserve capital during market downturns.
Access to global investment opportunities across developed and emerging markets.
A systematic approach to designing and implementing investment strategies
Understand your financial objectives, risk tolerance, and constraints
Design a customized investment strategy aligned with your goals
Implement the strategy through carefully selected investments
Monitor performance and make tactical adjustments as needed
Regular reporting and strategy evaluation against benchmarks
Schedule a consultation with our portfolio strategists to create a personalized investment approach for your financial goals.
+507 839-2964
investorrelations@LachaiseInvestment.com
We commit to transparency, evidence-based strategies, and putting your financial interests first.