Lmc Investments, Inc.

LMC Investments, Inc. is a financial advisory firm established in 1973, located in Wellesley, MA. Specializing in fee-only investment management, the firm caters to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Clients receive tailored investment services based on their objectives, with all assets managed on a discretionary basis. The firm does not participate in wrap fee programs and does not receive commissions for buying or selling securities. The fee structure is based on a percentage of assets under management, typically 1% annually, with no minimum fee and negotiable under special circumstances. Clients are advised on income or growth-focused investment strategies, with a primary focus on capital appreciation. The firm's investment approach includes security analysis methods such as charting, fundamental, technical, and cyclical analysis. Clients are informed about potential investment risks, including interest-rate, market, inflation, currency, and liquidity risks. LMC Investments, Inc. does not have a history of legal or disciplinary events and does not engage in soft dollars or receive performance-based fees. The firm does not have custody of client assets, and clients have discretion over voting on securities. The firm has a Business Continuity Plan in place to mitigate potential disruptions. Key personnel, Joseph Michael DeGrazia and Hanford Winton Carr, hold certifications and have extensive experience in the financial industry. DeGrazia is a greater than 25% stockholder in the firm and also manages DeGrazia & Company, CPA’s. Carr serves as a Portfolio Manager at LMC Investments, Inc. and has no other business activities. Both individuals have no disciplinary history or additional compensation.