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Home > Financial Services > Stock Brokers > Lara, Shull & May, Ltd.
Lara, Shull & May, Ltd.
Lara, Shull & May, Ltd. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
The Lara Group is an established investment management firm specializing in U.S. Treasury Bonds, Bills and Notes. Since 1994, the objective of U.S. Treasury Bond Management Program is to produce average annual returns between 6% - 8% in a portfolio of purely U.S. Treasury securities.
They offer professional investment management services for institutional and private investors. The firm is a woman-minority held asset management organization located in the Washington, DC metropolitan area.
Treasury instruments in which to invest, coupled with stringent and proven buy-sell disciplines, are the key strengths of their asset management approach. This affords investors a unique risk-averse form of asset management for their portfolios, whether they are pension, retirement, foundation, corporate or personal assets.
To achieve their investment goals, they use U.S. Treasury STRIPS as their principle vehicle. Because Treasury obligations are backed by the full faith and credit of the U.S. Government, they are considerably safe investments.
They believe that certain types of Treasuries offer greater potential for appreciation than others during favorable market conditions. Investments are made in Treasury Bills and short term Treasury Notes while they are awaiting these favorable conditions to again re-enter the market. At all times, they are at least 99% invested in U.S. Treasury Bills, Notes, or Bonds. Less than 1% may be in money market funds.
The key to the success of the Program is identifying the trading range of U.S. Treasury Bonds. When interest rates rise to an attractive level, determined by analysis, 20-22 year Treasury STRIPS are purchased. These bonds are then sold when their yield to maturity declines 30-50 basis points.
The average holding period of the bond has been nine-months. They call process of buying and selling the long bond a round trip. Since inception, they have made five of these round trips.
The firm's successful management record in the field of U.S. Treasuries is a result of a unique analytical system of identifying the trading range of U.S. Treasury bonds, and capitalizing on that knowledge.
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