Austin, TX Guadalupe St. Office

Lucien, Stirling & Gray Advisory Group provides investment advisory services to individuals (including high-net-worth clients), corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. Services include ongoing asset management through supervisory and non‑supervisory accounts, model‑based portfolio management, and one‑time or hourly consultations and other advisory engagements.

The firm’s investment approach centers on mutual‑fund‑based asset allocation models maintained by an Investment Policy Committee and a preference for intermediate‑ to long‑term, buy‑and‑hold strategies; clients may elect discretionary authority to keep accounts aligned with those models. LSG also emphasizes selecting the least expensive mutual fund share class available to each client and performs periodic reviews to determine whether lower‑cost share classes are appropriate.

Compared with many peers, the brochure discloses affinity relationships with Fidelity and American Funds that provide software and discounted tools and that the firm views as an incentive when recommending dealers. The firm also discloses use of advertising testimonials (an uncommon practice among similar firms), maintains a relatively high stated new‑account minimum ($500,000) while allowing lower minimums for model elections, and notes operational choices such as not aggregating client orders and not voting client proxies.