A complete list of active advisors currently associated with LCR Wealth Management LLC
Warmer can help you find a great advisor at LCR Wealth Management LLC or one who fits your needs even better.
LCR Wealth Management provides discretionary investment advisory and portfolio management to individuals, high‑net‑worth clients, families, trusts, and retirement plans, and also offers pension consulting and a model portfolio program. The firm additionally serves pooled vehicle investors through its role as sponsor and investment manager of a venture capital fund (Iron Pillar Fund II US Access, LP). Portfolios are tailored with diversified exposures across equities, fixed income, and alternatives, with an emphasis on long‑term, tax‑aware buy‑and‑hold stewardship and householding across related accounts. LCRWM operates 100% equity model portfolios with semiannual or annual rebalancing and discloses the ability to use derivatives, options, margin and other strategies in separately managed accounts. What is uncommon for a firm of this size is that LCRWM acts as a private fund adviser and fund sponsor, which introduces different compensation arrangements and potential conflicts between the Fund and the firm’s advisory clients. The firm is majority‑owned by an affiliate involved in EB‑5 investor connections and limits portfolio management to a relatively small number of sizable, high‑touch accounts.
To learn more about the advisors currently working at LCR Wealth Management 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 |
|---|---|---|
Westport, CT
| 23
| |
Westport, CT
| 5
| |
Westport, CT
| 3
|
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