Investment

• Investment Management
  The London Company was founded in 1994 in Richmond, Virginia and provides equity portfolio management services to pension, profit-sharing, foundation, corporate, investment companies, and individual investors. The firm, which is majority employee-owned, is an independent, autonomous investment management organization. The London Company of Virginia is a registered investment advisor. Registration does not imply a certain level of skill or training. More information about the advisor, including its investment strategies, fees and objectives are more fully described in the firm’s Form ADV Part 2, which is available upon request by calling 804.775.0317, or can be found by visiting www.TLCadvisory.com.
• Mutual Funds
  The London Company invests across all market capitalizations, offering U.S equity portfolios through separately managed accounts, mutual funds and select channels

Planning

• Asset Management
  To effectively mitigate sequence risk, investors should consider diversifying their portfolios across asset classes, tailored to their risk tolerance and financial goals. However, asset allocation can be a double-edged sword. A shift to a more conservative portfolio with less equity exposure, while reducing volatility, may lead to lower expected returns, slower growth, and diminished income streams during retirement. This raises concerns about premature portfolio exhaustion if larger withdrawals are necessary.