Our Investment Advisory Firm manages assets for a diverse client base, offering a variety of investment portfolio equity strategies.

Investment Management

Our firm specializes in growing investment portfolios via prudent investment strategies. Through diligent research, we provide investment advice and portfolio management. Our investment professionals can help provide solutions.

Investment Advisory

Responsible for analyzing a client’s financial situation and recommending the best course of action regarding the management of your investment portfolio. We balance asset allocations, diversify holdings, and aim for a high rate of return.

Wealth Management

Investment Advisory service catered to high net worth individuals, often with complex financial situations. Instead of a broad based service, our wealth managers provide individualized wealth management solutions, catering to an array of financial factors.

Asset Management

Our Asset Managers serve as an adviser with one paramount goal: to substantially grow our client's investment portfolio. Through statistical analyses of companies, our Investment Advisers determine what investments to make or avoid.

How we work.

1 The Investment Committee will perform in-depth research on these companies in order to determine the ones to be included in the Large Cap Growth model portfolio.

2 The Income & Growth Portfolio core strategy is based on generating current income and long-term capital appreciation. We hold positions as long as possible.

3 The Peak Resources & Energy Portfolio is based on LCM’s belief that the global economy is in the midst of an era of increasing global resource and energy scarcity.

Our Investment Portfolio Strategy centers on its core Large Cap Growth Portfolio which emphasizes high quality, large capitalization companies.

Who we are.

We believe that the growing power of developing economies and the transition to renewable energies are two critical investment trends with far-reaching and long-lasting implications. In structuring a diversified portfolio for each of our strategies, we emphasize companies that, after careful analysis, we expect will outperform our respective benchmarks in an inflationary environment marked by resource scarcity and intense rivalry between the East and West.


Solar, Wind, Tidal, Geothermal


Tangible Goods, Raw Materials


Hydrocarbons, Minerals, Rare Earth

Base Metals

Industrial & Precious Metals