LIS Inc

Overview

LIS Inc is an independent registered investment adviser that serves individuals and families, with a focus on financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and is structured as a small, single-owner corporation. Investment activity centers on equity exposure, with a clear preference for exchange-traded securities as the primary allocation tool. LIS Inc does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. The firm does not function as a capital allocator to external managers, instead implementing portfolios directly for its clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices