A complete list of active advisors currently associated with L & S Advisors, Inc

Warmer can help you find a great advisor at L & S Advisors, Inc or one who fits your needs even better.

L&S Advisors, Inc. is an SEC‑registered, team-based investment adviser that serves individuals (including high‑net‑worth clients), trusts, charities, businesses, and retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement‑plan consulting and participant‑level account management across roughly 981 client relationships and about $1.05 billion in assets under management. The firm’s investment approach is tactical and largely macro‑driven, using economic and monetary cycle analysis to construct portfolios that may be concentrated or broadly diversified depending on the strategy; offerings range from tactical equity and income-oriented portfolios to core ETF, fixed‑income, and alternative allocations. L&S discloses use of active techniques such as tactical asset allocation, cash as a strategic asset, and specific derivative strategies (covered calls and long puts, and in rare cases uncovered options) and notes it will manage accounts on margin at a client’s request; it also manages participant “held‑away” accounts using a third‑party platform. Among practices that distinguish L&S from many peer team firms, the brochure documents participation in wrap‑fee programs and sub‑advisory arrangements, and it describes formal client‑referral/solicitor arrangements with required disclosures. The firm also makes available periodic performance reporting to plan clients, engages third‑party providers for custody and institutional support, and offers access to alternative and illiquid vehicles (private equity, private lending, private REITs, and interval funds), with written policies for trade aggregation, conflicts, and proxy voting.

To learn more about the advisors currently working at L & S Advisors, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.