A complete list of active advisors currently associated with Lazari Capital Management, Inc.
Warmer can help you find a great advisor at Lazari Capital Management, Inc. or one who fits your needs even better.
Lazari Capital Management provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, pension and profit‑sharing plans, corporations, and an affiliated private fund (Honey Badger Opportunities Fund LP). Its services include ongoing portfolio and wealth management, estate and retirement planning, pension consulting, and recommendations of third‑party asset managers across a broad set of investments such as real estate funds, private placements, ETFs, commodities, and insurance products. The firm documents client objectives in individual Investment Policy Statements and typically manages client accounts on a discretionary basis, with regular monitoring and allocation procedures intended to treat clients fairly. For its affiliated fund LCMI describes a proprietary quantitative investment process and the use of leverage, derivatives, options, short sales and margin as part of its strategies, while firm‑level methods of analysis include fundamental, technical, cyclical and quantitative approaches. Distinctive features include affiliations with a broker‑dealer through certain supervised persons, affiliated real estate holding entities and an affiliated general partner to the private fund, and the firm’s offering of pension consulting services—relationships that are less common among similar team advisers. The brochure also discloses that some supervised persons engage in commissionable product sales and that the firm uses performance‑based fee arrangements for certain accounts, and it describes policies intended to disclose and mitigate the resulting conflicts of interest.
To learn more about the advisors currently working at Lazari Capital Management, 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.
You can also browse Lazari Capital Management, Inc.'s office locations.
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