Lighthouse Asset Management LLC
About Us
Home
About Us
Investment Team
Investment Methodology
Fee Schedule
News
Other Services
Contact
Nav Bottom

 

Lighthouse Asset Management LLC was established with two fundamental premises:

♦Experienced professional managers can best meet the challenges of increasing and preserving wealth in today's dynamic and uncertain world;
♦Investors have unique needs that require individual attention.

Lighthouse Asset Management is a registered investment adviser dedicated to providing personal attention and responsible investment solutions for individuals, pension and retirement plans, trusts and small companies. Each portfolio is managed separately, based upon the distinct needs and goals of each client, including:

♦Growth of capital
♦Planning for retirement or living in retirement
♦Capital preservation
♦Minimizing tax obligations
♦Transfer of wealth
♦Income generation, including tax-exempt income as appropriate

At the dawn of the 21st Century, savers and investors face new needs and challenges as they plan to build, preserve and, ultimately, transfer wealth. At the same time, the financial markets are becoming more complex and dynamic.

Meeting the challenges posed by contemporary financial markets requires the expertise of experienced investment professionals who successfully have managed investors' assets through a variety of market conditions and cycles, and who will work with clients in creating and implementing investment strategies based on their distinct goals.

Nav Bottom

Return to Top


Perplexion MarkThis site was developed and is maintained by PlexComOLS.
The contents of this page, including all graphics and text, are the property of Lighthouse Asset Management LLC.
©2008 Lighthouse Asset Management LLC