L&S Advisors, Inc. (“L&S”) is a privately owned corporation headquartered in Los Angeles, CA. L&S was originally founded in 1979 and dissolved in 1996. The two founders, Sy Lippman and Ralph R. Scott, continued managing portfolios together and reformed the corporation in May 2006. The firm registered as an investment adviser with the U.S. Securities and Exchange Commission in June 2006. L&S performance results prior to the reformation of the firm were achieved by the portfolio managers at a prior entity and have been linked to the performance history of L&S Advisors. The firm is defined as all accounts exclusively managed by L&S from 10/31/2005, as well as accounts managed in conjunction with other, external advisors via the Wells Fargo DMA investment program for the periods 05/02/2014, through the present time.
L&S claims compliance with the Global Investment Performance Standards (GIPS®). L&S has been independently verified by Ashland Partners & Company LLP for the periods October 31, 2005 through December 31, 2015 and ACA Performance Services for the periods January 1, 2016 to December 31, 2017. Upon a request to Sy Lippman at firstname.lastname@example.org or by clicking here, L&S can provide the L&S Advisors GIPS Annual Disclosure Presentation which provides a GIPS compliant presentation as well as a list of all composite descriptions.
Investing in securities involves risk. Before investing in the securities markets, clients should be prepared to bear the risk of losing money. Over time, a client’s account value will fluctuate. At any time, a client’s assets may be worth more or less than the amount invested. As with any investment strategy, there is no guarantee that our strategies will be successful and L&S makes no guarantees or promises that our market analysis will be accurate or that the investments we make will yield favorable results.
L&S is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”) and notice is filed in various states. Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that L&S or any person associated with L&S has achieved a certain level of skill or training. L&S may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. Information in this website is provided for informational purposes only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice. Any communications with prospective clients residing in states or international jurisdictions where L&S and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
This website includes reference to certain awards or recognitions received by L&S and our advisory representatives. These recognitions are not indicative of L&S or our advisory representatives’ future performance and may not be representative of any one client’s experience. Neither L&S nor our advisory representatives paid to be considered for any award. L&S is not affiliated with any of the publications that presented awards. Additional information regarding awards referenced is available upon request.
Opinions expressed herein are subject to change without notice. L&S has exercised reasonable professional care in preparing this information, which has been obtained from sources we believe to be reliable; however, L&S has not independently verified, or attested to, the accuracy or authenticity of the information. L&S shall not be liable to customers or anyone else for the inaccuracy or non-authenticity of the information or for any errors of omission in content on this site, any third-party information on this site, or any sites that are referenced via links, regardless of the cause of such inaccuracy, non-authenticity, error, or omission, except to the extent arising from the sole gross negligence of L&S. In no event shall L&S be liable for consequential damages.