LMC INVESTMENTS, INC.

Overview

LMC Investments, Inc. is a small, equity-oriented advisory firm that manages discretionary portfolios for individual, family and small institutional clients. The firm charges a percentage-of-assets fee and focuses its active management on exchange-traded equities and separate account strategies. Portfolio management services are directed toward individuals and small businesses, with an emphasis on tailoring equity allocations rather than running large, multi-asset institutional programs. Though not positioned as an ESG or multi-state adviser, LMC Investments supplements its core equity exposure with traditional fixed income instruments—primarily corporate debt—and selective use of mutual funds. The firm also deploys alternative investments through third‑party managers, using private placements and energy- and real‑estate-related vehicles to pursue income, tax efficiency and diversification for appropriate clients. Management appears to run most client relationships on a discretionary basis, allowing the firm to implement tactical shifts in holdings without seeking client pre-approval for each trade.

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Location & Offices