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The Lam Group, Inc.

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The Lam Group, Inc.

Mission statement:

Our Mission is to provide honest, independent and personalized investment advisory and management services to taxable families and family offices, foundations, endowments and select institutions.

Overview:

The Lam Group, Inc. is a fee-only SEC-registered investment advisory firm based in Lake Oswego, OR.

We specialize in providing investment management and portfolio consulting services for taxable high-net worth families and family offices, as well as for foundations, endowments and select institutions.

Our focus is on the construction and management of investment portfolios matched to the return objectives and risk tolerances of our clients. Our investment philosophy is based on portfolio asset allocation, investment manager research and selection, and the minimization of taxes and transaction costs.

The actual management of investment accounts is driven by each client’s investment policy, formulated with the client prior to investment implementation. It is this investment policy that sets the objectives and risk parameters for the portfolio, as well as defining the types of securities or investments to be used within each asset class.

Investment management fees are dependent on the size and complexity of the portfolio managed. Included in our fee is the development of a portfolio investment policy and an individualized long-term asset allocation plan, and the use (in most asset classes) of tax-efficient, passive investment products to construct an investment portfolio with risk and return characteristics consistent with a client’s investment horizon and risk tolerance.

Our standard fee for investment management services is 1% of assets under management (AUM) for portfolios of $1 million or less. This fee is negotiable downward for larger portfolios. We can aggregate our fees for families with multiple accounts or for family offices. At this time, our minimum portfolio size for new clients is $2 million.

The Lam Group accepts no commissions, referral fees, soft dollars, or other hidden costs often associated with the money management industry. All transaction cost savings are passed through to our clients.

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