Horsham, PA Office

LRI Investments, LLC provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. A team of 25 investment professionals manages approximately $2.78 billion across client accounts and offers both discretionary and non‑discretionary services.

Portfolios are built around customized asset-allocation objectives that range from income with capital preservation to aggressive growth and generally emphasize mutual funds, ETFs and exchange‑traded equities with a long‑term orientation and regular (at least quarterly) reviews. The firm also manages held‑away retirement accounts using an order management link (Pontera) to implement portfolio adjustments and provides ongoing ERISA‑fiduciary retirement plan services, participant education, and enrollment support.

Noteworthy aspects include that LRI sponsors and serves as the portfolio manager for its own wrap‑fee program, consolidating trading and advisory services into a single program structure, and that it accepts state and municipal government clients—a comparatively uncommon client type for firms in its peer group. The firm discloses limited custody exposure in specific trustee arrangements and maintains registered‑representative and insurance affiliations, which are identified in the brochure as potential conflicts of interest.