A complete list of active advisors currently associated with Lake Jericho, LLC

Warmer can help you find a great advisor at Lake Jericho, LLC or one who fits your needs even better.

Lake Jericho, LLC is a fee‑only registered investment adviser that serves individuals, households, family offices, foundations, endowments, nonprofit organizations, plan sponsors, and businesses. The firm provides discretionary investment management, benefit‑plan consulting and design, and project‑based financial planning and education, typically charging asset‑based fees for investment management and fixed or hourly fees for planning services. The firm’s investment approach leans on modern portfolio theory and academic research, maintaining a limited set of target portfolios that are combined with lower‑volatility allocations and regular rebalancing; implementation favors passive vehicles for core exposures and selective active or factor managers where evidence supports added value. Lake Jericho applies both top‑down global asset‑allocation methods and bottom‑up concentrated equity selection when appropriate, and discloses use of complex or leveraged exchange‑traded products in certain accounts for risk management or synthetic cash positioning. Compared with many peers among independent advisers, Lake Jericho’s client base explicitly includes institutional clients such as foundations, endowments, and plan sponsors, and the firm emphasizes detailed rollover analysis and benefit‑plan consulting as part of its fiduciary practice. Client assets are held with a third‑party custodian, the firm maintains daily monitoring and exception reporting, and clients receive regular custodian statements plus quarterly performance reporting and reviews.

To learn more about the advisors currently working at Lake Jericho, 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.