Wealth Management

LFA’s wealth management practice is about implementing the great ideas in finance for our clients. LFA has been translating financial science into practical investment solutions for decades. For example, we believe expenses matter… A LOT! Paying more than you should in order to be in an investment is a sure road to underperformance. That’s why we focus on paying as little as possible to be in a high-performing investment.

We offer a full range of equity and fixed income strategies designed to target higher expected returns. We regard the assets we manage as more than just shares in a portfolio. The money represents the savings, sacrifice, and dreams that investors have entrusted to us. We take this responsibility seriously.

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