A complete list of active advisors currently associated with LCP Institutional, LLC

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

LCP Institutional provides financial planning, portfolio management, and institutional consulting to a mix of individual and institutional clients, including retirement plans, trusts, pension and profit‑sharing plans. The firm manages multi‑asset portfolios using mutual funds, ETFs, common stocks, and may recommend separate account managers when appropriate. The firm begins client relationships by developing a Financial Profile and an Investment Plan and uses those to guide portfolio construction and periodic rebalancing for discretionary accounts. Investment selection relies on fund and manager research and fundamental analysis for individual stocks, and LCP may incorporate covered‑call strategies as an income overlay when suitable for a client’s plan. LCP is distinctive for managing a large proportion of its assets on a non‑discretionary basis, meaning many accounts require client approval before trades and therefore do not routinely participate in block trading. The advisor also operates with a relatively small advisory team while serving a concentrated client base and offers institutional consulting and ERISA‑related services, including acting as a plan fiduciary in certain circumstances.

To learn more about the advisors currently working at LCP Institutional, 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.

Name	Location	Years of experience
Charles Ambroselli	Atlanta, GA	17
Carolyn Larocco	Atlanta, GA	25
Zachary Samples	Atlanta, GA	8
Christopher Wilson	Atlanta, GA	26

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