We Help Individuals and Families
Sound Investment Counsel
At Everitt Lawson Group we believe that sound investment counsel should be made available to all, regardless of their financial standing. Of course, there will be those whose incomes or net worth will be insufficient to meet the minimum investment criteria for some of the products that we offer however, our central ethos says that our door is open to all who seek to benefit from our expertise.
By some considerable margin, this group forms the bulk of our diverse client base. From those who need to accumulate wealth to those wishing to preserve it; from those approaching or currently in retirement to those needing to begin planning for the day when they stop working, Everitt Lawson Group diligently and conscientiously provides the solutions needed to achieve those objectives. Typically, our clients tend to be somewhat financially independent and wish to maintain existing lifestyles or to prepare for impending life changes.
We Help Institutions Too
Since the global financial crisis, institutional investors have been subjected to ever-greater pressure to deliver returns while minimizing risks. Where once, they may have retained in-house fund managers to allocate capital to various asset classes, they are increasingly turning to third party asset and investment managers like Everitt Lawson Group to bring greater insight and expertise to their investment decisions.
Insurance funds, superannuation companies and charities are just some of the institutional investors who rely on Everitt Lawson Group for the performance their customers and clients need.
We offer a comprehensive suite of services to our esteemed clientele, each one flexible enough to be tailored to their exacting requirements.
There are two key ways in which we are able to represent our clients in the financial markets. Irrespective of which you choose, you can rest assured that Everitt Lawson Group will do its utmost to ensure that you receive the highest level of service and the best possible guidance.
Everitt Lawson Group has a broad spectrum of clients; from ABC1 individuals and institutions to ultra-high net worth individuals and their families (UNHWs). For many of these UHNWs, management of wealth and the effective administration of investment portfolios is the equivalent of a full-time job. Our family office can lighten the load.