The Littlejohn Private Wealth Group provides investment related consulting services on behalf of prominent families, foundations and university endowments. Our job is to assist our clients with the prudent stewardship of their capital through market cycles, changing economic conditions and disruptive events. The implementation of our work consists of careful planning around client objectives and the allocation of client capital to world-class, independent, third-party investment managers.
In providing our services, we intently focus on three things:
- Operational and administrative excellence.
- Investment excellence.
- A pleasant, respectful and constructive working relationship.
Our approach requires a thorough understanding of our clients and a deep understanding of the managers to whom we entrust investment capital. To meet our criteria, we seek managers who are patient, disciplined and highly experienced; and think independently in pursuit of resilient portfolios. In addition, the outside money managers have been vetted by the Wells Fargo Investment Institute and their extensive due diligence process.
We keep our work simple, straightforward and easy to understand. We avoid investment fads and opaque, ill-liquid, financially-engineered products. To paraphrase one of our trusted managers, our approach to capital allocation is rooted in the belief that the greatest risk facing investors is not day-to-day market volatility but rather the permanent impairment of capital, the leading cause of which is overpaying for assets.
We have been successfully providing our services for almost four decades. While we are very proud of the longevity of our working relationships with exemplary global investment managers, we are even more proud of the longevity of our client relationships.