Independent Thinking,
Committed to You
Putting clients first for 45 years.
Years of Service
$
B
AUM
CFA charterholders
Client Relationships
Your interests come first, always.
Putting clients first is at the heart of everything we do. For more than four decades, we've been building lasting relationships through clear communication, direct accessibility, and dedicated service. Uniquely relational, we help clients build and manage wealth, from individuals to institutions, and across generations.
Built Around Your Needs
No hard-to-follow strategies or unnecessary complexity. Just sound principles, a disciplined process, and decades of experience.
01
Investment & Portfolio Management
We have a decades-long track record of building multi-faceted portfolios grounded in diversification and quality. As experienced advisers, we appreciate that significant wealth often comes with specialized needs and we are adept at managing portfolios for tax efficiency, specific mandates, and structural requirements.
02
Personalized Planning
Instead of generic financial planning, we focus on specific needs. We work with successful individuals and families to create sustainable withdrawal plans, model long-term investment scenarios, and navigate retirement spending.
03
Collaborative & Experienced Advice
We collaborate with your existing tax and legal advisers to ensure you benefit from input and expertise across each discipline. From trust and estate planning to succession, we coordinate with your advisers to deliver integrated plans and seamless execution.
Built on relationships
We’ve served clients for decades by staying objective, responsive, and focused on what’s best for you. If you’d like to see whether LIMC is the right fit, let’s talk.