Our Approach
01. Multi Asset Investing
We engage in strategic allocation of funds across multiple asset classes, focused on maximising risk-adjusted returns within your investment parameters.
02. Client Oriented Philosophy
As an independent organisation, we are free from institutional conflicts of interests, ensuring all decisions are aligned to clients’ best interests.
03. Risk Management
Risk consciousness is a core element of our investment process. Our team does not limit themselves to measuring volatility of market prices, but also seeks to understand qualitative business and economic factors which may influence long-term risk adjusted returns.
04. Research Led
We follow a disciplined process driven by rigorous research and analysis, extinguishing the noise and understanding the numbers in context rather than looking at them in abstract.
05. Focus
Investment management is all we do. As such, our resources are focused on activities that directly benefit the client, sans conflicting priorities and potential conflicts of interest from revenues from brokerage, corporate finance or other offerings.
LYNEAR Wealth Management (LWM), licensed by the SEC, manages investments in listed equities, fixed income securities, and external unit trusts. Other services are handled by LYNEAR Partners, which is not regulated by the SEC.
Non-listed securities such as government securities, repurchase agreements, bank and finance company deposits, commercial papers, unlisted debentures and securitizations are not regulated by SEC.
LWM directors might have directorships in other firms. LWM may also manage portfolios of its directors, employees, their close relations, and related parties.