What You Get

YOUR OWN Personal

Chief FINANCIAL Officer

Achieving financial peace of mind requires more than solely having someone managing your investments.  That’s why at LSIA we act as your personal Chief Financial Officer, coordinating your investment, retirement, insurance, and estate planning needs.  Working alongside other professionals, including your insurance agent, estate planning attorneys, accountants, and business partners, we ensure your entire personal economy is in order.  That’s The LSIA Way.

REDEFINING

COMPREHENSIVE

Your investments are an integral part of your finances, but certainly not the only part.  A well-executed financial plan must consider important factors like taxes, insurance, risk management, and so much more.  The integration of all aspects of your finances is what we call your financial ecosystem.  Each area has a purpose that, when working in harmony, creates a living and thriving system. One that is balanced, thoughtful and thorough.

Because your life and personal finances involve much more than just your investments, we act as your personal Chief Financial Officer, overseeing every aspect of your financial life. Not only do we create a customized investment strategy aimed at meeting your goals and needs, but we also help you put a proper estate plan in place, assist in determining appropriate insurance coverage and cost, implement strategies to minimize your tax burden, process your charitable giving, and even help educate and facilitate generational wealth transfers.  That’s what redefining comprehensive means for you.

INVESTMENT & RETIREMENT

Income planning

NEXT GENERATION

EDUCATION & PLANNING

RISK MANAGEMENT &

TAX MINIMIZATION

Estate

Planning

INSURANCE NEEDS &

COST ANALYSIS

Borrowing &

SPENDING DECISIONS

BANKING

ALTERNATIVES

CHARITABLE

Giving

SOCIALLY-RESPONSIBLE

INVESTING

REDEFINING

CUSTOMIZATION

LSIA creates a customized investment strategy that is designed to be comprehensive and fit you like a finely tailored suit. Each thread we weave has a purpose in a bigger pattern, and that pattern moves with you.  Just like tailors practicing their craft, we put you on a platform and take careful measurements of your financial ambitions and desires, as well as your fears and worries.

There are no generic portfolios or computer models blindly making decisions on your behalf.  Instead, you get a dedicated team of highly credentialed professionals that closely work with you to develop your own unique investment strategy. That’s what redefining customization means for you.

REDEFINING

TRANSPARENCY

As a fiduciary, our obligation is to always act in your best interest.  This means that all advice we provide or decisions we make on your behalf are made with only you in mind, period.  Our role as your fiduciary not only includes our obligation to always act in your best interest, but also our commitment to provide you a transparent, straightforward, and easy-to-understand fee schedule. That is why the only compensation we receive is based entirely on a percentage of the assets we manage for you. No extras. No add-ons. No hidden gotchas. That’s what redefining transparency means for you.

REDEFINING

VALUE

From managing your investments to providing comprehensive financial planning advice, we include everything in one straight-forward, transparent fee.  What you get from us includes things like helping you establish a proper estate plan, processing your charitable gifts, educating your heirs, reviewing insurance policies to ensure you have the appropriate coverage, and much more.  There’s no additional fee for these services and no ala carte upgrade.  That’s what redefining value means for you.

Are you ready to leave the old way behind

and experience a new way?