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Our commitment to you:
Provide Professional Money Management services that place your interests first with the most comprehensive, independent, unbiased approach at the lowest possible cost.
Private Money Management
- Free Forensic Cost Analysis© of your current investment accounts
- Investments customized to your personal investment goals and risk tolerance
- Asset Allocation Models using individual stocks, bonds and no mutual funds
- Full transparency on cost
- No loads, fees, hidden expenses, or trading costs
- One low monthly management fee
- Monthly statements and quarterly performance reports
- Retirement accounts (IRA, SEP, Simple, etc.)
- Custodian for Assets: NFS LLC, a Fidelity Investments company
Retirement Plans for Employers
- Free Forensic Cost Analysis©, comparison and plan review
- BrightScope Benchmarking Reports for 401k and 403b plans.
- Cost efficient solutions for all qualified plans
- Customizable options for Highly Compensated Employees (HCEs)
- Investment Advisor assistance for plan participants
- Plans focus on Asset Allocation models utilizing ETF’s and low cost Mutual Funds
- State of the Art Technology (Web based Secure Access)
- For Plan Administrators
- Plan Sponsor Dashboard with plan balances, vested and unvested
- Loan Balances and Distribution Status
- Plan Participation with direct links to an Employee roster and related information
- Detailed Plan Sponsor reports
- Payroll Integration
- Online Enrollment
- Back office support for IRS filings
- Fully Transparent Pricing
- For Plan Participants
- Plan Participant Dashboard with account balances, vested balances
- Portfolio and activity summary, personal rates of return
- Access to pre-built Asset Allocation portfolios, or self-customization
- Automatic rebalancing
- Online investment education and tutorials
- Loan Modeling (preview loan and repayment information) and online application
- Online access to reports on account balances and activity details
- Access to investment research within account screen
Insurance Needs
- Life, Health, Disability and Long Term Care
- LCM Capital Management has access to most insurance carriers which allows our Clients and their families to receive the best coverage at a low cost
Customer Service
First and foremost, LCM Capital Management cares about our Clients’ financial well-being. We strive to keep your costs down while providing professional financial advice.
Our dedication to serving your financial goals is the key to our success.
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