Lcm Capital Management Inc

LCM Capital Management Inc. is a registered investment advisor based in Chicago, Illinois, providing investment advisory services since 2001. The firm offers continuous supervisory services on a discretionary basis, managing portfolios based on individual investment goals, time horizons, and risk tolerance. LCM's investment strategies include asset allocation, custom managed portfolios, core portfolios, global growth portfolios, and fixed income portfolios. The firm employs fundamental analysis for security selection and offers a wrap fee program where clients pay a bundled fee for advisory services and transaction costs. The annual advisory fee ranges from 0.75% to 2.50% based on the portfolio type and size. Clients must meet minimum account sizes of $25,000 for equity portfolios and $100,000 for fixed income portfolios. LCM's principals, John Nowicki and Gary Wozny, manage all program accounts, ensuring personalized investment advice and tailored services. The firm's code of ethics prioritizes clients' interests, and it discloses potential conflicts of interest, such as recommending insurance products and custodian services. LCM does not engage in proprietary trading and maintains transparency in proxy voting and client referrals. The firm conducts periodic reviews of client accounts and provides detailed reports to ensure compliance and client satisfaction.