A complete list of active advisors currently associated with Lime Rock Investment Management Company, Inc.

Warmer can help you find a great advisor at Lime Rock Investment Management Company, Inc. or one who fits your needs even better.

Lime Rock Investment Management Company, Inc. provides discretionary investment management to individual investors and LLCs, creating a tailored Investment Policy Statement (IPS) for each client. The firm typically implements portfolios using mutual funds, ETFs, domestic equities and fixed income securities and does not participate in wrap-fee programs. Investment decisions are guided by strategic asset allocation aligned with each client’s IPS, with account reviews performed at least quarterly and rebalancing or other actions taken as warranted. The firm recently changed its advisory fee calculation to a daily accrual method and generally recommends Interactive Brokers as the custodian while allowing clients to direct brokerage. Distinctive features include the principal’s institutional fixed-income trading and risk-management background — including work with MBS, ABS, CMBS, CLOs and regulatory stress-testing frameworks — which informs the firm’s approach to fixed-income and risk controls. Compared with many peers, Lime Rock operates on a small scale (roughly 25 clients and under $10 million in assets under management) and accepts business entities (LLCs) as clients, which may lead to more customized oversight.

To learn more about the advisors currently working at Lime Rock Investment Management Company, 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.