A complete list of active advisors currently associated with LRI Investments

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

LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high‑net‑worth clients, and also works with businesses, financial institutions, retirement plans and state and municipal government entities. Advisory offerings include customized investment management, financial planning, and retirement plan consulting for both discretionary and non‑discretionary accounts. The firm constructs tailored portfolios using mutual funds, exchange‑traded funds and individual securities, and emphasizes ongoing supervision with at least quarterly reviews and periodic rebalancing. Portfolios are aligned to client objectives that range from income and capital preservation to aggressive growth, and the firm may adjust holdings for tax planning, harvesting gains or losses, or changing market conditions. What is noteworthy about LRI is its explicit work with state and municipal government clients and its ERISA fiduciary retirement‑plan services, including participant education and plan committee training — a client segment less common among multi‑team peers. The firm also sponsors a wrap fee program and uses an order‑management system to implement discretionary rebalancing for held‑away accounts (such as 401(k) plans), an operational capability not frequently detailed by similar firms.

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