LPG CAPITAL MANAGEMENT

Overview

LPG Capital Management is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm combines fee-based portfolio management with financial planning and also operates as an insurance broker, so its client work spans investment management, insurance solutions and planning-driven recommendations. Investment posture is equity‑centric: the adviser favors exchange‑traded equities as the core vehicle for client portfolios while supplementing those holdings with real estate alternatives and insurance products such as annuities where appropriate for income, liability management or planning objectives. LPG Capital Management does not position itself as a capital allocator, is not an active ESG investor, and focuses on clients at the individual, family and small‑business level rather than institutional pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices