Lucas Laudick is a financial advisor at Advisers Investment Management, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with firms including Latitude Tax Advisors, LLC, where he also serves as Office Manager, REACOS, Inc., Rod Ermel Associates, Inc., Kinder Morgan, T. Rowe Price, and TRC of Southern Colorado.
Advisers Investment Management, Inc. provides financial planning, investment counsel, discretionary portfolio management, and retirement-plan advisory services to individuals, pension plans, endowments, foundations, non-profits, and corporations. The firm follows an evidence-based investment process using globally diversified model portfolios and manages roughly $105 million across about 570 discretionary accounts.