A PERSONAL MESSAGE FROM JEFF LYDY
During my career as both an attorney and as co-manager of Lakeside Fund, Ltd. my goal has been to provide quality/conservative financial advice and legal representation. I’ve built my practice through hard work and study, continuing education, communication with clients, and with creative solutions. I believe one of my best qualities is my insistence on communicating with my clients.
Investing today is a frightening experience. Often investors feel frightened and helpless. Investors need friendly advice, good manners and a sense of security. No one should tolerate an unresponsive or non-instructive adviser.
But clients need to understand, and be advised, of the risks of investing, and of possible alternatives. And clients need to be told of the mistakes their advisers have made. An adviser who is afraid to relate investment mistakes he or she has made along the way is an investment advisor who is not to be trusted. It is virtually impossible to not make mistakes in the business of investing. Of course, the key is to keep mistakes to a minimum.
I’ve devoted my career to being a friend to my clients. At the same time, I’m a straight shooter. I level with my clients. Clients should not only expect this from their advisers, and lawyers, but should demand it. That has been my continuing objective during my career as co-manager of Lakeside Fund, Ltd. and as a lawyer --- to give each investor and client the personalized attention and care he or she deserves and should expect.