The heart of our practice is dedicated to constructing and managing investment portfolios.
From identifying short and long-term objectives, to assessing resources and your level of risk tolerance, our advisors strive to first gain a deep appreciation for every aspect of your situation before offering our recommendations. While working to grow your wealth, as markets shift and your personal needs change, our strategies are built to evolve and can be customized to address your or your family's specific situation.
Our investment management strategies are flexible and can fully address your priorities. Our no cost Portfolio Review of your current investment accounts will outline how you will be invested, and provide a clear picture of the difference from the way you are invested presently. By eliminating and/or minimizing the various investment costs associated with mutual funds, banks, insurance products and annuities, combined with a low annual management fee, we maintain a fully transparent program that can benefit your long-term goals and retirement.
Being a part of LCM Capital Management offers clients access to MoneyGuide Pro financial planning software. MoneyGuide is designed with the client in mind to create detailed plans and reports for retirement, college savings, estate planning, Social Security optimization, and much more. Clients, with the help of LCM's advisors, can customize their goals and prioritize them into Needs, Wants, and Wishes, allowing them to see a top-down view of their financial situation.
If you are concerned about college or insurance planning, LCM Capital Management can help incorporate these elements into your plan.
Contact Us here to make an appointment, or contact your LCM Capital Management advisor to learn how we can help you find a deeper understanding of your overall financial picture.
Provide Professional Money Management services that place your interests first with a comprehensive, independent, unbiased approach at the low relative cost.
For employers seeking a dedicated partner to assist in managing your employee retirement plan, we offer a full range of services to help. Whether you have a 401k, 403b, 457, or a Non-Qualified Plan, our advisors have access to comprehensive tools and resources designed to mitigate your fiduciary liabilities, make the day-to-day operations easier to administer, and effectively engage participants through financial wellness education, investment guidance and more. By conducting independent benchmarking strategies, we will hold your service providers accountable to providing the most competitive and efficient plans on the market.
Our proven process significantly improves the participant's ability to achieve retirement readiness. While teaching fundamentals and providing oversight, we seek to provide and document a comprehensive fiduciary health check on your plan.
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