Investment Adviser - Lakeland Wealth Management LLC is fee-based registered investment advisory firm based in Lakeland, TN offering money management and financial planning services to families, institutions and high net worth individuals. Lakeland Wealth Management adopts fundamental value analysis and tailors the portfolios to fit individual needs, risks and time horizons. Sreeni Meka is the managing member and investment advisor at Lakeland Wealth Management LLC. Sreeni has twenty years of investment experience in the equities and derivatives markets. Sreeni has worked as a management consultant for big four firms and served at a number of Fortune 500 companies in North America. Sreeni holds a Masters degree in Mechanical Engineering from The University of Texas at El Paso and an MBA degree in Finance from University of Memphis.
Our long-term value portfolio invests in the firms that have the competitive advantage in their market segments with the potential to grow for the long term. We hold most of our equities for the long term as long as they are reasonably valued and have ample margin of safety. We focus on capital preservation and consistently look for growth opportunities.
1. Performance of the Portfolio Manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".
2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.