A complete list of active advisors currently associated with Lockshield Partners, Inc.

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

Lockshield Partners serves individual and high-net-worth clients and offers comprehensive portfolio management alongside financial planning and consulting. The firm operates on a fee-based, asset-under-management model and does not sell commission-based products. Investment decisions are guided by fundamental analysis and a mix of long- and short-term strategies, with use of options (including covered calls and spread strategies) and margin described in the brochure; the firm provides predominantly non-discretionary management and obtains prior client approval before executing trades. Cash balances are generally held in conservative, short-term instruments pending investment or fee debits. Compared with many peers, the firm manages a relatively large number of client relationships per advisor (roughly 1,100 clients supported by a four-person team) and reports nearly $291 million under management on a non-discretionary basis. The brochure also discloses an affiliation with an accounting firm (Lockshield Partners Accounting Services) owned by a senior partner and operational practices such as standing letters of authorization and custodian fee debits, which the firm states could affect custody and related conflict-of-interest considerations.

To learn more about the advisors currently working at Lockshield Partners, 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.