Lighthouse Investment Advisors, Inc.

Overview

Lighthouse Investment Advisors, Inc. is an independent registered investment adviser focused on serving individual and family clients with fee-based financial planning and portfolio management. The firm positions itself as a capital allocator, using a mix of discretionary and non-discretionary engagement models, though current filings show its managed assets are held in non-discretionary arrangements. Advisory services extend to portfolio management for individuals and small businesses, pension consulting, and the selection and oversight of third-party advisers. Lighthouse also maintains an affiliation with an insurance company and incorporates insurance-linked products into client planning where appropriate. Investment practice favors equity exposure — both exchange-traded vehicles and individual securities — supported by mutual funds and annuity solutions for specific client needs. The firm reports not being an active ESG investor and operates as a single-state adviser. Fee arrangements combine a percentage-of-AUM model with other agreed-upon fee structures, reflecting flexibility for client circumstances.

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Public Holdings

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Location & Offices