What We Offer


When it comes to our clients, it’s personal.

At L&S Advisors, relationships matter above all else. When you invest with us, we invest in you. Our top priority is developing a meaningful connection based on a deep understanding of your needs and a dedication to fulfilling your goals. We believe this commitment to the client relationship enables us to provide a level of attention and service that you simply won’t find anywhere else.


You can count on us to manage what matters.

You can rely on L&S Advisors to guide you with integrity and industry insight. From our experience with Estate and Gift Planning to Tax, Insurance, Marital and Cross-Border Planning, we will work with you to develop a comprehensive Financial Plan to meet your investment goals. What’s more, we’re in this together. Not only is L&S Advisors employee owned—we invest a significant percentage of our own assets alongside our clients. We believe it’s just one more reason why so many families trust us with their wealth across multiple generations.


We’re both disciplined and nimble when it comes to managing risk.

Our emphasis on risk management is at the heart of every financial plan,  investment strategy, portfolio, and client relationship. It’s all powered by the L&S Risk Pulse™, our proprietary analysis and measurement of overall market risk based on the continuous tracking of over a hundred economic data points. It’s a truly innovative process that combines both the quantitative and qualitative investment worlds—with results that seek to balance opportunity and risk.


Whatever your investment goals, we can seek to provide solutions to help get you there.

L&S Advisors offers a diverse range of investment choices to help you pursue your goals. In addition to more than a dozen individual equity,  fixed income and alternative strategies, we offer multi-strategy blends and completely customized portfolios that are tailored to your risk tolerance, diversification demands, and other unique investment needs. Whether your focus is on seeking downside protection, aggressive growth, or something in between, we seek to provide the solutions you’re looking for.


We believe in personal service—not automated advice.

As a boutique family-focused firm with a select roster of direct clients, we place a premium on caring, responsive service. Unlike corporate mega-firms that treat clients as just another number in an indifferent system, we believe in the personal touch. Rather than choosing your investments solely based on an inflexible, narrow algorithm, we add the wisdom that we believe comes from decades of real-world, human experience. Our intelligent approach marries rigorous data analysis and economic modeling with the deep insight and understanding of our seasoned management team.