The Lam Group, Inc.

The Lam Group, Inc. provides investment management and consulting to taxable high‑net‑worth families and family offices, as well as foundations, endowments and selected institutions, managing roughly $507 million for about 54 clients. The firm is a fee‑only, SEC‑registered adviser and delivers portfolio management on both discretionary (approximately $415.8 million) and non‑discretionary (approximately $91.6 million) bases.

Portfolios are built around a globally diversified, asset‑allocation framework that relies primarily on low‑cost, passively managed mutual funds and ETFs, with occasional use of individual stocks and bonds and periodic rebalancing. The firm emphasizes tax efficiency—incorporating tax‑loss harvesting and tailoring investments to clients’ tax positions—and documents objectives and constraints in individualized Investment Policy Statements; it also aggregates family accounts for fee purposes and maintains a $2 million minimum for new clients.

Noteworthy features include concentrated ownership and control by two principals and a relatively small client roster, which yields a high average account size and a hands‑on operating model. The Lam Group also routinely incorporates “held‑away” assets (for example, employer retirement plans and 529 accounts) into its advice—seeking written access to manage these positions without withdrawal authority—and provides formal rollover analyses or an educational alternative consistent with Department of Labor guidance.