LACH FINANCIAL

Overview

Lach Financial is an independent registered investment adviser organized as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and operates primarily as a discretionary manager. Its stated investment approach favors pooled public funds and mutual funds as the core building blocks of client portfolios rather than direct, concentrated single-stock exposures. Lach Financial does not identify as an active ESG investor and is not structured as a capital allocator to proprietary alternative strategies; instead it sources third‑party managers where appropriate. Advisory services center on tailored planning and portfolio construction for individual and family clients, with an emphasis on delivering diversified, multi-asset allocations using externally managed funds and separate managed accounts. The firm’s operational profile and custodial choices indicate an adviser running compact, client-focused relationships rather than a large institutional platform.

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Location & Offices