Lpr Capital, Inc.

LPR Capital, Inc. is an established investment management company that has been in business for 43 years, with William Royea as the principal owner. The firm specializes in providing investment advisory and financial planning services to individuals, trusts, and non-profit organizations. Their services include guidance on selecting brokerage firms, risk-management portfolio strategies, tax planning, and investment security analysis. LPR Capital focuses on risk management, utilizing economic data to analyze securities and conducts research on business cycles and economic factors for investment decisions. The firm tailors investment portfolios based on client-specific factors and preferences. Clients have the option to impose restrictions on investments. LPR Capital does not participate in wrap fee programs and had $37.9M in client assets under management as of December 31, 2023. Regarding fees, LPR Capital's management fees typically range from 1% to 2% of the account's market value, with fees paid quarterly. The firm does not charge performance-based fees and does not receive compensation based on trading activity or selection of securities. Clients may indirectly pay fees to mutual funds and ETFs. There are no minimum requirements for opening or maintaining an account with LPR Capital. The firm uses fundamental and technical analysis, primarily modern portfolio theory, for investment strategies, emphasizing risks involved in investments. LPR Capital exercises investment discretion for client accounts, allowing them to make investment decisions without prior client consultation. The firm does not participate in directed brokerage arrangements and reviews accounts quarterly for suitability and performance evaluation.