Lgl Partners, LLC

LGL Partners, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission, providing investment management and family office services since June 2010. The firm offers investment management, financial planning, and consulting services on a discretionary or non-discretionary basis. Clients' assets are primarily allocated among mutual funds, ETFs, third-party managers, and alternative investments. LGL tailors services to individual client needs, developing investment policy statements and ensuring suitability. The firm charges asset-based fees ranging from 0.25% to 1.50% annually, or fixed fees negotiated with clients. LGL also manages privately offered pooled investment vehicles. The firm conducts fundamental and technical analysis, asset allocation optimization, and offers a range of investment solutions across asset classes. Clients are advised on risks associated with market fluctuations, mutual funds, ETFs, options, REITs, third-party managers, and private investment vehicles. LGL has a Code of Ethics to prevent improper trading and conflicts of interest. The firm does not vote client securities or participate in wrap fee programs. LGL does not have any disciplinary history and provides ongoing monitoring and review of client accounts. The firm does not receive compensation for recommending other advisers and has custody of certain client accounts. Clients may engage LGL on a discretionary basis, granting the firm authority over investment decisions.