A complete list of active advisors currently associated with Lasure Capital Management
Warmer can help you find a great advisor at Lasure Capital Management or one who fits your needs even better.
The firm provides highly personalized investment management to a limited number of clients, including individuals, families, foundations, endowments and IRA rollovers. It focuses exclusively on discretionary portfolio management and charges fees based on a percentage of assets under management rather than selling financial products or offering comprehensive financial planning. The firm's investment process combines a top‑down macroeconomic framework—forecasting indicators such as annualized EPS growth, interest rates, bond yields and inflation—with a proprietary quantitative screening model that evaluates roughly 1,500 stocks for intrinsic value. Candidates that meet a valuation threshold typically move to a fundamental research phase, and portfolios are constructed with a mix of individual equities, fixed income, mutual funds and ETFs, with modest rebalancing and historically low turnover (recently more active due to market volatility). A notable and uncommon element in the brochure is a disclosed consent order with the state securities regulator (dated February 27, 2025) arising from the firm’s prior use of leveraged exchange‑traded funds; the firm agreed to discontinue investing client assets in LETFs and inverse/leveraged ETPs and paid an administrative assessment. Other distinguishing details include the firm’s use of separately managed, tailored accounts with a laddered bond approach and formal limits on certain product types (no margin, options, futures or limited partnerships), along with a stated staff qualification standard of college degrees and minimum professional experience.
To learn more about the advisors currently working at Lasure Capital Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Malvern, PA
| 22
|
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