Acumen Holds Due Diligence Meetings in NYC with Lazard Asset Management

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Acumen Wealth Advisors manages our clients’ portfolio risk with prudent investment selection, due diligence, tactical asset allocation, and diversification. With our commitment to maintaining transparency and the highest standard of fiduciary responsibility, we conduct ongoing due diligence meetings of our money managers’ investment and operational practices. We believe continued research helps capitalize on opportunities to discuss the money managers’ market outlook and insight into how this outlook impacts the positioning of client portfolios.

Our team held onsite due diligence meetings on June 12, 2019 at Lazard Asset Management in New York City.

Compliance Meeting

Acumen’s Chief Compliance Officer, Amy Stone, met with Christine Fairclough, Senior Vice President, of Lazard Asset Management’s Legal and Compliance Department.  They discussed the three levels of Lazard’s risk monitoring.

Portfolio Management Meeting

Acumen’s Chief Investment Officer, Beth Tremaine, met with Lazard Asset Management’s Director and Client Portfolio Manager, Robert Failla.  They discussed the depth of Lazard’s resources and their global presence.

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