A complete list of active advisors currently associated with Lisch Investment Management LLC

Warmer can help you find a great advisor at Lisch Investment Management LLC or one who fits your needs even better.

Lisch Investment Management LLC is a fee-only investment adviser that provides personalized financial planning and discretionary portfolio management to individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $62.7 million for roughly 100 client accounts and offers services that include cash flow and retirement planning, tax and estate planning, and ongoing investment supervision. The firm employs a strategic asset allocation framework with an income-and-growth orientation, using dividend-paying equities, real estate investment trusts, master limited partnerships, and selectively managed bond funds within globally diversified portfolios. Client objectives are documented in investment policy statements, accounts are managed on a discretionary basis, and portfolios are reviewed at least quarterly with adjustments when market conditions or client circumstances change. Lisch has several atypical operational features for a firm its size: it is affiliated with an accounting practice and a law practice and has principals who are also licensed life and health insurance agents, arrangements the firm discloses in its brochure. Those affiliations are reflected in its wealth-management offering, which can include fee credits or coordination with affiliated or approved legal and tax service providers, and the firm also discloses that advisors may receive limited non-cash compensation and may provide administrative or referral support to other advisory firms.

To learn more about the advisors currently working at Lisch Investment 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.