LM Advisors
Personalized & Independent Financial Advise You Can Trust
Walket Capital is proud to offer our customers access to the services of LM Advisors. LM Advisors is an independent financial services firm that has been providing investment advisory services to individuals and families since 1984. Their personalized and independent financial advice is something you can trust.
LM Advisors relies on their decades of experience to create investment strategies that are tailor-made for your unique situation. As an independent advisor, they are always on your side. Their transparent model reinforces their primary goal— to provide you with objective investment advice.
At LM Advisors, they collaborate with you to offer customized strategies that meet your specific needs. Their focus is on helping you stay the course so you can attain your goals. They safeguard your interests by seeking out competitive rates on a range of investment services and working to earn your trust with their transparent model.
We at Walket Capital are proud to work with LM Advisors and offer their services to our customers. Contact us today to learn more about how LM Advisors can help you achieve your financial goals.
Our Process.
We want to get to know you, to understand what makes your financial situation unique. We'll create a personalized investment plan tailored to your specific needs, goals, and risk tolerance.
We'll let our independence and our decades of experience drive our investment decisions, so that we can carry out the investment plan intelligently and objectively. We'll also leverage our custodial relationships so you can participate in a range of investment areas.
Once the portfolio is in place, we'll use proprietary technology to monitor the progress of your investment plan and make adjustments as needed.
Through the entire process, we'll seek to understand how your needs are evolving. We'll strive for open and transparent communication while providing you with the ongoing service you need.
The LM Advisors Advantage
Personalization & Human Touch
Rather than a one-size-fits-all approach, they collaborate with you to offer customized strategies tailor-made to your specific needs.
Independent Analysis & Advice
The experience of their team is used to perform investment analysis in-house, to create recommendations that are in your best interest.
Client Trust & Advocacy
LM advisors safeguard your interests. They seek out competitive rates on a range of investment services, and work to earn your trust with the use of a transparent model.
Long-Term Perspective
Seek to build and grow long-term relationships with clients. As such, their focus is on helping you stay the course so you can attain your goals.
Passion for Helping Clients Succeed
Client interests are at the center of everything LM advisors does. They work for you, not for the custodians or anybody else, so that their interests are aligned with yours.
Adoption of New Tools & Technology
LM Advisors reinvest in their platform, upgrading their technology and building proprietary tools that improve their investing and reporting processes.
Contact
Like what you see? Get in touch to learn more.