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 private individuals (including high‑net‑worth clients), trusts, companies, and select retirement plans, offering financial planning, discretionary and non‑discretionary portfolio management, retirement plan consulting, and business valuation services. The firm also sources and facilitates access to private investments and other alternative opportunities for qualified, sophisticated clients alongside its standard wealth management offerings. The firm offers a range of portfolio strategies—index, global rotation, tactical, and private‑investment only—and combines third‑party research and internal fundamental and technical analysis to set allocations, monitor accounts, and rebalance on a weekly or monthly cadence depending on strategy. Clients typically enter with a chosen risk profile and investment strategy, receive quarterly performance reports (including since‑inception, quarter‑to‑date, and year‑to‑date statistics reported net of fees), and may be offered non‑discretionary introductions to private fund managers for eligible investments. LotusGroup is notable among similar team firms for its affiliated adviser and affiliated private fund activity: the firm discloses an affiliated registered adviser that manages privately offered pooled vehicles (including life‑settlement and IncomePlus funds) and describes processes for introducing clients to those products. The brochure also discloses the use of paid solicitors and endorsement arrangements, procedures for refunding certain endorsement fees to clients, and a dedicated business‑valuation offering—marketing and affiliation practices that are less common among peers.

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.