A complete list of active advisors currently associated with LSIA

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

LSIA provides discretionary portfolio management, financial planning, and retirement planning services to high-net-worth individuals and families, trusts and estates, and a range of institutional clients, including charitable organizations, pension plans, corporations, and insurance companies. Services are personalized through an Investment Policy Statement for each client and include ongoing monitoring, asset allocation, and implementation across equities, fixed income, mutual funds, and ETFs. The firm’s investment process centers on fundamental analysis and individualized IPS-driven portfolios, with regular reviews and documentation of risk tolerance and time horizon. LSIA also offers held-away account management through a third-party platform (Pontera) to link and rebalance defined-contribution participant accounts, and may use specialized vehicles such as crypto-linked ETFs for qualified clients while limiting total exposure. Compared with many peer team firms, LSIA is notable for managing approximately $932 million with a four-advisor team, resulting in relatively high assets under management per advisor, and for maintaining institutional relationships with insurance company clients, a client type that is uncommon among similar teams. The firm also documents formal trading and governance processes—such as a Trading Oversight Committee, block trading procedures, and use of third-party proxy voting—indicating more structured operational oversight than is typical for firms of this size.

To learn more about the advisors currently working at LSIA, 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.