Luma Income Strategy
The Income Strategy prioritizes income and capital preservation through a global mix of equity and fixed income investments. The strategy typically targets an equity/fixed-income ratio of 40/60. This may fluctuate at the manager’s discretion.
Investors, such as retirees, who seek income from their investments may be suitable for the Income Strategy.
An initial personal consultation with a financial advisor to assess your financial situation and objectives is a good way to start.
Portfolio Manager
Albert Lu is the founder and president of Luma Financial, an investment advisory firm focused on long-term growth for client portfolios — achieved through a long-only, diversified strategy incorporating a wide range of asset classes, including equities, bonds, and precious metals.
Mr. Lu is also a co-founder of the Rule Classroom, an online educational resource for natural resource investors. He is a speaker, emcee, and moderator at industry investment conferences and events.
Previously, he was the president and CEO of Sprott U.S. Media Inc., and an investment adviser with Sprott Asset Management. Albert has also served as the managing director of WB Advisors, LLC, a Houston-based retail financial advisor, and the producer of The Power & Market Report, a weekly online market news and opinion program.
Albert holds a master’s degree and a bachelor’s degree in electrical engineering from McGill University.