A complete list of active advisors currently associated with Lci Advisors

Warmer can help you find a great advisor at Lci Advisors or one who fits your needs even better.

LCI Advisors is a state-registered investment adviser founded in 2002 that manages approximately $57.8 million for about 50 clients, primarily individuals, trusts and qualified plans. The firm offers discretionary and non-discretionary portfolio management across equities, fixed income, options (including covered-call strategies), ETF-based portfolios and customized managed accounts, and it also facilitates third‑party "Manager Choice" arrangements. The firm primarily follows a disciplined, value-based investment process that evaluates cash flow, return on invested capital and projected earnings and sales growth, with sector allocations informed by macroeconomic and inflation expectations. It also operates distinct strategies that depart from pure value—most notably a concentrated, momentum-oriented Focused Growth sleeve (up to ten stocks with semiannual reviews) and an LCI Discovery portfolio that combines value and technical analysis—using tools such as VectorVest, Value Line and S&P Advisor Insight in its research and selection process. A notable characteristic relative to peers is that senior personnel hold professional legal and accounting qualifications: one principal is a licensed attorney and another is a CPA, although the firm discloses they do not provide legal or accounting services to advisory clients and maintain policies to address potential conflicts. The firm’s small, three-advisor team runs a mix of diversified and concentrated strategies, engages in option writing for income generation, and routinely recommends a major institutional custodian platform for trade execution and custody.

To learn more about the advisors currently working at Lci Advisors, 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.