Objective, Transparent, Durable.
As an investment-oriented adviser, process has always been at the center of what we do.
No hard-to-follow strategies or unnecessary complexity. Just sound principles, a disciplined process, and decades of experience.
We build portfolios meant to endure. Our process is structured and disciplined, reflecting a commitment to thoughtful diversification, quality, durability, and sound valuation. We don't chase fads or try to time markets.
Our focus is on sound principles and generating sustainable outcomes over years and decades. Every portfolio is targeted to individual client needs, accounting for income requirements, liquidity demands, investment objectives, and risk tolerance, knowing that every client situation is unique and likely to change over time.
Rather than an assortment of products and layers of fees, our portfolios favor using individual securities. We believe this approach allows for greater transparency, direct ownership, lower total costs, and the potential for improved tax efficiency.
How We Help
Tailored strategies for individuals, families, and institutions.
01
Investment & Portfolio Management
We have a decades-long track record of building multi-faceted portfolios grounded in diversification and quality. As experienced advisers, we appreciate that significant wealth often comes with specialized needs and we are adept at managing portfolios for tax efficiency, specific mandates, and structural requirements.
We are especially well-suited to endowment and foundation partners in need of a manager who can implement sound policies and provide clear, responsive service. We have experience working directly with boards and committees to design, implement, manage, and report on strategies that balance growth with liquidity needs.
02
Personalized Planning
Instead of generic financial planning, we focus on specific needs. We work with successful individuals and families to create sustainable withdrawal plans, model long-term investment scenarios, and navigate retirement spending.
03
Collaborative & Experienced Advice
We collaborate with your existing tax and legal advisers to ensure you benefit from input and expertise across each discipline. From trust and estate planning to business succession, we coordinate with your advisers to deliver integrated plans and seamless execution.
Aligned with your interests
Over long periods, excessive costs and fees can be a significant drag on wealth creation. LIMC's fee structure is designed to align our interests with our clients' and to keep investment costs low.
Fee Schedule
Based on market value of assets under management
Let's start a conversation
We'd love to learn about your goals and show you how a disciplined, transparent approach can work for you.