Hosted By Jean Paul Lagarde, Partner + Portfolio Manager

Jean Paul “J.P.” Lagarde has worked in the financial services industry for 15 years as an analyst, institutional broker, and chief investment officer. Prior to Faubourg Private Wealth Advisors, J.P. served as a Senior Investment Analyst for Lindus Advisors and an Equity Analyst for Southcoast Capital Inc. (now Capital One Securities). His areas of investment and analysis experience include oil and gas development ventures, entertainment and leisure industries, portfolio construction and strategy, and institutional client relationships. A sixth-generation New Orleanian, J.P. is a Jesuit High School graduate.

J.P. is fluent in Spanish and spent five years immersed in the business investment and tourism industry in Antigua, Guatemala. There, JP was heavily involved in community outreach programs, and as a philanthropist and member of Rotary Club International, he worked as a medical translator between doctors and patients, and spearheaded financial support and fundraising efforts for Niños de Guatemala, a non-profit devoted to building schools for impoverished children. In Antigua, J.P. founded a Spanish language school, a cooking school, and two restaurants, and purchased a third.

A word from J.P.:

“I believe many investors are unaware of the true risks they are bearing in traditional, plain-vanilla asset allocations (basket of typical stocks, mutual funds and/or bonds), and this is unacceptable in my mind. Nobody wants to see their portfolio wiped out like so many were in 2008, which is why risk reduction is at the heart of what I do. Risk can be defined and quantified in precise terms, and we can decide exactly which risks and how much of each we wish to bear to strive for returns. We believe that the ability to manage portfolio risks can do more for the overall long-term health of a portfolio. My goal is for our clients to be knowingly exposed to a limited and manageable amount of risk, rather than an unknown, undefined, and unlimited amount of risk.”