LIROS Capital provides bespoke advisory in the areas of financial audit, asset allocation, risk management and estate planning. These offerings are executed on guided and open platform architectures that have withstood the test of time.

  • "Know what you own, and know why you own it." - Peter Lynch
  • "A good balanced portfolio is more than a list of good stocks or bonds.
    It is a balanced whole, providing the investor with protections and
    opportunities with respect to a wide range of contingencies." - Harry Markowitz
  • "We have to build the framework in which we will execute the task." - LTG Christianson
  • "Uncertainty is the only certainty there is, and knowing how to live
    with insecurity is the only security." - John Allen Paulos
  • "We have to build the framework in which we will execute the task." - LTG Christianson
  • "Know what you own, and know why you own it." - Peter Lynch
  • "A good balanced portfolio is more than a list of good stocks or bonds.
    It is a balanced whole, providing the investor with protections and
    opportunities with respect to a wide range of contingencies." - Harry Markowitz
  • "We have to build the framework in which we will execute the task." - LTG Christianson
  • "Uncertainty is the only certainty there is, and knowing how to live
    with insecurity is the only security." - John Allen Paulis
  • "We have to build the framework in which we will execute the task." - LTG Christianson
The world we live in promotes short-termism and instant gratification. Not surprisingly, we often detect toxic products during our portfolio audits. Our fast changing environment has not been helpful. It renders well-intended products of yesteryears arcane and totally defeated for today’s purpose. At LIROS, we specialise in financial forensics of sorts. The devil is in the details. We identify skeletons in your financial closet and inject new life into old bones. Oftentimes, we simply reconstruct them.
The world is going through tectonic shifts. New influences are in ascendance as old ones fade away. Your portfolio must be responsive to unending uncertainties through strategic asset allocation – not merely by market timing or security selection that your intuition might suggest. We constantly anticipate scenarios and express our insights with coherence into client portfolios.
In-vogue ideas might captivate you with visually arresting numbers, but they oft fail spectacularly and in tears. Without risk management as the cornerstone, your financial aspirations are prone to failure. The sage of Nebraska, Warren Buffett, is right. “Manage the downside, and the upside will take care of itself.” We begin risk management by thinking about the “unthinkables”. We then identify the weakest link in your “wealth-being” through vigorous and soul-searching deliberations.
Not only do we want to be part of your present, but even more so, your future. True success is not merely determined by conquests of this life but by what that permeates into generations to come. Estate planning starts with our active listening of your family constitutions. What you would like to perpetuate is not just your wealth but also the moral fabric that first endowed your success. It is more than an administrative duty owed to those left behind. It is a means, beyond the grave, to exert intentional wishes that will shape your legacies.