General Investing >> Money Manager Interviews >> April 21, 2017

Striking a Balance Between Opposing Investment Imperatives

Weary, Thomas M.
Thomas M. Weary, CFA, is Chief Investment Officer at Lau Associates LLC. He is also a senior investment adviser. Earlier, he founded Diamond Portfolio Advisors, LLC, a boutique investment management firm for institutions and high net worth individuals focusing on high-quality stocks. Before that, he was Chief Equity Officer for Farmers Insurance in Los Angeles, Senior Portfolio Manager with John Hancock Mutual Funds in Boston and a founding member of John Hancock International Operations. He graduated with honors from Harvard College. Profile
TWST: Could you tell me a little bit about the firm?

Mr. Weary: Lau Associates is an integrated financial planning and wealth management firm based in Greenville,