ASSET MANAGEMENT
We've experienced 26 years to superior investment returns for clients
Our asset management strategy should continue to deliver attractive superior returns to clients with a sufficiently long time horizon.
HIGH-QUALITY ASSET MANAGEMENT
Five star manager
ATTRACTIVE RETURNS
Creative strategy
SUPERIOR PERFORMANCE
High composite returns
Losch Management provides exceptional personalized service and substantially better long-term returns than you will receive from big financial firms.”
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Losch Management Company is a Registered Investment Advisor with State Florida.”
Meet Our Team
Client service is what really sets our company apart from others in industry. Firm's size and independence make this focus possible.
Richard Losch
Chief Executive Officer
Richard Losch has more than 40 years’ experience in the investment industry, including 10 years’ as a financial advisor at Merrill Lynch.
Marina Losch
Vice President for Investor Relations
Marina is responsible for developing and fostering relationships with institutional investors and servicing existing clients.
Alex Bahareff
Analyst
Alex is a Senior Analyst. His duties include technical analysis in which he uses large data basis to study stock trends.
Investment management is our business, and achievement of competitive risk-adjusted returns is essential.”
Our Advantages
Dynamic asset allocation
The firm’s asset allocation may vary between 5% and 30% cash depending on market conditions, allowing the firm the flexability to position defensively during market volatility.
A highly experienced team
with over 26 years of private equity experience navigating through multiple economic cycles.
Strong focus on risk
The company managers carefully manage risk in the portfolio, utilising proprietary research and risk management tools.
Alternative investments
that can complement and potentially improve the risk/reward characteristic of an investment portfolio.
Keeping it simple
Not reliant on derivatives, commodities or property.
A value-oriented approach
seeking long-term capital appreciation with a lower risk profile.
Personalized service
Portfolio managers limit the number of relationships to enhance personalized service. Annual meetings are encouraged as an opportunity to review your investment structure and returns, assess your financial situation, and answer your questions. A member of our team is always available to talk to you.
Dedication
Over the years, company has created a culture that fosters the loyalty of its employees, who average over ten years with the firm.
No conflicts of interest
Our status as a fully independent, fee-based asset management firm allows us to avoid potential conflicts of interest with clients. The company conducts independent investment research and invests its own retirement plan in the same securities it recommends to clients.
Straightforward performance reporting
Losch Management’s state-of-the-art portfolio management software tracks individual account performance daily. Reports clearly illustrate investment returns relative to an appropriate benchmark.
We don’t own yield for yield’s sake. We are willing to substitute high-dividend-paying stocks with stocks that we believe offer stronger growth potential over the long term.”
Blog, News and Events
Contacts
- Address 6135 Donegal Drive, Orlando, FL, 32819, US
- Phone +1 (689) 246 49 49
- Email fill the form
Timetable
- Mon-Fri 9am - 7pm
- Saturday 10am - 6pm
- Sunday by appointment