Quick Takes - Lodestone Wealth Management LLC

There have been recent incidents of individuals and groups falsely claiming to be associated with Lodestone Wealth on social media platforms. These imposters have engaged in a variety of unauthorized conduct, including soliciting customers to carry out trading activities with them, impersonating Lodestone Wealth using the genuine names of Lodestone Wealth senior executives or employees to offer investment opportunities, claiming to offer investment training courses that are supposedly provided by Lodestone Wealth or claiming that Lodestone Wealth is backing certain initial coin offerings or is otherwise engaged in crypto related trading activity. There have also been fake websites and mobile applications that claim to be Lodestone Wealth (or associated with Lodestone Wealth) when in fact they are not. These are scams and not authorized by Lodestone Wealth in any way.

Please be aware that Lodestone Wealth does not engage in any investment activities, provide training or financial services, or conduct other regulated activities through social media platforms or messaging apps. Similarly, Lodestone Wealth, its executives and employees do not contact prospects, clients or members of the public via social media platforms or messaging apps such as WhatsApp, Discord and Telegram to offer investment opportunities. Lodestone Wealth does not offer direct investments in cryptocurrencies or other digital assets, it does not provide a trading platform to members of the public, it does not have a mobile app, and it does not offer investment training courses to the public.

Lodestone Wealth and its partners, employees, directors, officers, advisors, successors, and agents are not responsible for any conduct by unauthorized parties and channels, nor are they responsible for the services or information provided by such unauthorized parties and channels. If you have any questions or wish to ascertain whether you are communicating with an authorized representative of Lodestone Wealth, please contact us at https://lodestonewealth.com/Contact-Us. If you believe that you or someone you know has been a victim of fraud, please report the matter to your local law enforcement or other relevant authorities. For India residents, you may lodge a report at the national cybercrime reporting portal .

Alternative Investing

Lodestone Wealth Apex: A Dynamic Multi-Strategy Alternative

November 5, 2024

Watch our Quick Take on Lodestone Wealth's multi-strategy alternative solution, the Lodestone Wealth Apex Strategy.

Asset Allocation

Quick Clips: 2023 Capital Market Assumptions for Major Asset Classes

January 27, 2023

Hear from Pete Hecht and Thomas Schneider as they provide short soundbytes based on our Q1 2023 Capital Market Assumptions for Major Asset Classes

Quick Clips: Trend Following: Why Now? A Macro Perspective

November 23, 2022

Hear from Principal and Co-Head of Macro Strategies, Yao Hua Ooi, on how trend following strategies are a potentially valuable source of diversifying returns.

Portfolio Construction

Quick Clips: New Rules of Diversification

September 9, 2022

Hear from Lodestone Wealth's Portfolio Solutions Group on the the prospects for stock and bond markets, the impact of macroeconomic risks on a range of investments, and the use of diversifying investments to fortify portfolios.

Quick Takes

Quick Clips: Breaking Beta – Why and How to Diversify

June 27, 2022

Lodestone Wealth Principal and Global Co-Head of Portfolio Solutions Group, Nathaniel Keaton Armitage, explains why the next one may disappoint—and what investors’ main options are to meet their return goals.