Luma Growth Strategies
The Balanced Growth Strategy aims to achieve a balance of long-term capital appreciation and relative stability through a global mix of equity, fixed-income, and commodity investments (including precious metals). The strategy typically targets an equity/fixed-income ratio of 60/40. This may fluctuate at the manager’s discretion.
Investors with a medium to long time horizon who seek growth with prudent risk management may be suitable for the Balanced Growth Strategy.
The Global Growth Strategy is a multi-asset global portfolio seeking long-term capital appreciation. The strategy typically targets an equity/fixed-income ratio of 85/15. This may fluctuate at the manager’s discretion.
Investors with a long time horizon who seek aggressive returns may be suitable for the Global Growth 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.