Client Focused

Independent Investment Consulting

Navigating Obscurity to Provide Clarity

We Believe:

you do not have to sacrifice your returns or values to invest successfully and responsibly. A financial partner should strive to make this a possibility, utilizing a fiduciary approach with integrity, transparency, and customization.

Our Story

Having more than 30 years of experience in the investment industry, our team passionately serves institutions, high-net-worth individuals and families, and specializes in servicing socially responsible investors and non-profit organizations.

At LCP all of our focus is on our amazing clientele and we put all our effort into providing the care and service discerning individuals come to expect.