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

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

L&S Investment Advisors serves individuals (including high-net-worth clients), corporate entities, trusts and other institutions, managing roughly $231 million across about 315 client accounts supported by a six-advisor team. The firm provides discretionary portfolio management and prepares an Investment Policy Statement for each client, charging asset-based management fees and stating there is no account minimum. L&S operates with a stated short-term trading style and requires higher-than-normal risk tolerance from clients, documenting objectives and restrictions in each client’s Investment Policy Statement. Its investment toolkit emphasizes stocks and ETFs for most clients but also includes short sales, margin transactions and options, use of non-U.S. securities, private funds, and quantitative, technical and fundamental analysis; the brochure notes the firm may use borrowing in client accounts when appropriate. What distinguishes L&S from many peers is its formal affiliation with Brasil Plural Investment Advisors and use of an affiliated introducing broker, with shared management, common ownership, facilities and certain shared expenses while maintaining separate client records and compliance functions; the firms may jointly serve a client with written approval and share fees in those cases. The brochure and firm disclosures also highlight a significant non-U.S. client presence and explicit use of leveraged strategies in separately managed accounts, features that are less common among similar team advisors.

To learn more about the advisors currently working at L&S Investment Advisors, LLC, 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.