Philosophy

• Security: It is our belief that a client cannot achieve personal security or independence without first achieving an income stream which covers life’s basic needs of food, shelter, transportation and health care. Once this has been realized, then a client can start to achieve a level of basic independence. Only then can choice between lifestyle and savings be made.
• Lifestyle: It is our belief that all clients should work toward achieving security independence. We define security independence as an income stream not produced by direct labor or a depletable asset base which can support the basic life needs of food, shelter, transportation and health care. Your personal CFO will play an integral part in discovering the appropriate balance between securing independence and the demands of your current lifestyle.
• Independence: It is our desire to aid all clients in obtaining an independent income stream or asset base that maintains the client’s lifestyle vision. Discovering and managing the level of income or asset base are an integral part of the personal CFO’s job.
• Estate Management: For those clients that have an established capital base and income stream generating capital above that used to maintain their lifestyle Lenger Asset Management brings the knowledge and discipline to help compliment or re-structure their current management process & structure.
• Legacy Management: One of the aims of your personal CFO is to understand the legacy you wish to leave behind and to help full fill that vision. Areas of focus are tax efficiency, disposition of assets and the protection and management of assets.