Investment Guidance
Investment Guidance that Starts with you
Your goals are unique, so your investment guidance should be too. We take the time to listen and understand what matters most to you before helping you develop and manage your investment strategy. Contact us today at [email protected] to get started.
A Range of Investment Management Solutions for Today's Investor
- Build it with us - Get a managed portfolio recommendation to fit your goals and ongoing support from Lumentrades Investment Management, LLC
- Build it with an advisor - For more complex advisory needs, get an introduction to an independent Registered Investment Advisor through our advisor referral program
Whatever your goals, we'll help you craft a plan
We offer a broad range of products and services to help you pursue your financial goals, and we can help you choose the right approach.
Tools and resources to pursue your goals
Explore a wide array of tools and resources to help you create and pursue your financial goals. From calculators to tax prep, to videos, you'll find the guidance you need. These tools and resources are made for informational and edcuational purposes only. Lumentrades does not provide recommendations, legal or tax advice.