A complete list of active advisors currently associated with LMC Investments, Inc.

Warmer can help you find a great advisor at LMC Investments, Inc. or one who fits your needs even better.

LMC Investments, Inc. provides discretionary, fee-only investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm’s most recent brochure reports approximately $17.2 million in assets under management across about 23 client relationships and fees billed as a percentage of assets. The firm’s approach emphasizes capital appreciation while adapting allocations for clients who require income, using U.S.-listed equities, corporate and municipal debt, ETFs and certificates of deposit; growth positions are typically held for multiple years and the firm does not participate in initial public offerings. All accounts are managed on a discretionary basis, reviewed about twice monthly, and the firm notes it will manage margin accounts in principle but currently advises against their use. Noteworthy operational practices include a strict fee-only policy with no commissions, custody of client assets by third‑party custodians, and a standing practice of not voting client proxies (clients vote their own proxies or may request guidance). The firm is small and long-established (founded in 1973) and discloses that a principal maintains a separate CPA practice that occupies substantial time, and that it may share part of its management fee with brokers who refer clients, with such arrangements disclosed to affected clients.

To learn more about the advisors currently working at LMC Investments, 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.