A complete list of active advisors currently associated with LPR Capital, Inc.

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

LPR Capital provides investment advisory and financial planning services to individuals, trusts, and non-profit organizations, including charitable entities. Its services include portfolio management, guidance on brokerage and account types, investment tax planning, succession planning, and security selection and modeling. The firm applies a mix of fundamental and technical analysis and modern portfolio theory, supplemented by research on business cycles and analysis of raw economic data from government and commercial sources to inform sector and international allocations. Portfolios typically employ mutual funds, ETFs, stocks and bonds, are tailored to clients’ time horizons, risk tolerances, cash-flow needs and tax situations, and the firm routinely screens investments for lower expense ratios. Operating for over four decades, the firm is led by a principal with a scientific doctoral background and prior management consulting and technology commercialization experience, which underpins a research-oriented risk-management focus. Compared with many peers, LPR Capital’s client base explicitly includes non-profit and charitable organizations, it does not charge performance-based fees, and it reports limited industry affiliations and custodial relationships that do not generate compensation for the firm.

To learn more about the advisors currently working at LPR Capital, 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.