A complete list of active advisors currently associated with LotusGroup Advisors

Warmer can help you find a great advisor at LotusGroup Advisors or one who fits your needs even better.

LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and introductions to private investments. The firm also offers business valuation services through a Certified Exit Planning Advisor and provides ongoing reporting and goal-tracking to clients. The firm allocates client assets across four primary strategies—Index, Global Rotation, Tactical, and Private‑Investment Only—using client risk profiles and periodic rebalancing; its Global Rotation and Tactical work incorporate third‑party research from Ned Davis Research as an input to asset‑allocation decisions. For eligible, sophisticated clients LGA sources, negotiates, and introduces private investment opportunities and assists with third‑party managers while leaving final investment decisions and subscription authority to the client. LotusGroup differs from many peers by operating alongside an affiliated adviser that sponsors and manages privately offered pooled vehicles (including the LotusGroup Longevity Fund and the IncomePlus Funds), a structure the brochure discloses and addresses through disclosures about affiliated manager risks and audit procedures for the funds. The firm’s disclosures also note it advertises performance results and uses testimonials, and that it may be deemed to have custody (due to fee debit authority and common control with the affiliated adviser), with steps described to meet custody‑rule requirements such as custodian statements and annual audited fund financials.

To learn more about the advisors currently working at LotusGroup Advisors, 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.