Committed to Your Service

Our commitment to you:

Provide Professional Money Management services that place your interests first with a comprehensive, independent, unbiased approach at a low cost.

Private Money Management

  • Free portfolio review of your current investment accounts
  • Investment Portfolios customized to your personal investment goals and risk tolerance
  • Asset Allocation Strategies using individual stocks, bonds and no mutual funds
  • Full transparency on cost
  • No loads, buried expenses, or trading costs
  • One low monthly management fee
  • Monthly statements and quarterly performance reports
  • Retirement accounts (IRA, SEP, Simple, etc.)
  • Custodian for Assets: Charles Schwab Institutional and Fidelity Investments Institutional.

Retirement Plans for Employers

  • Free plan analysis, comparison and plan review
  • Benchmarking Analysis for 401k and 403b plans.
  • Free plan analysis, and Benefit Review for Cash Balance 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 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.

Request your free review, or submit any questions or comments you may have.