Lazari Capital Management, Inc.

Lazari Capital Management, Inc. is a registered investment adviser established in August 2014 by Michael Lazari Karapetian. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. As a fiduciary, the firm always puts clients' interests first and discloses any potential conflicts of interest. LCMI may recommend Third-Party Asset Managers and offers pension consulting services. The firm's minimum account size is $250,000. Fees for portfolio management are asset-based, with an annual fee of 3.00%, negotiable and paid quarterly. LCMI may charge performance-based fees, typically between 5% to 10%, structured to ensure fair allocation of investment opportunities among clients. The firm may receive compensation for the sale of securities, and its representatives may engage in personal trading, subject to strict ethical guidelines. LCMI's investment strategies include long-term trading, short-term trading, options trading, and investments in various securities such as mutual funds, ETFs, real estate funds, and commodities. The firm's methods of analysis encompass charting, fundamental and technical analysis, cyclical analysis, quantitative analysis, and modern portfolio theory. The firm has a written Code of Ethics, conducts periodic reviews of client accounts, and votes proxies in clients' best interests. LCMI does not have custody of client assets beyond fee deduction authorization. The firm has no financial conditions impairing its ability to meet client commitments and has not filed for bankruptcy in the last ten years. Clients can request detailed information on the firm's practices and policies.