LMA

Personalized & Independent
Financial Advice You
Can Trust

Who We Are

Since 1984, LM Advisors has been an independent financial services firm offering investment advisory services to individuals and families. Driven by our passion to serve our clients, we rely on our decades of experience to create investment strategies tailor made for your unique situation. As an independent advisor, we are always on your side. We offer a transparent model that reinforces our primary goal— to provide you with objective investment advice.

The LMA Advantage

Combining the resources of an Asset manager
with the care and attention of a small family office

Personalization & Human Touch

Rather than a one-size-fits-all approach, we collaborate with you to offer customized strategies tailor-made to your specific needs.

Client Trust & Advocacy

We safeguard your interests. We seek out competitive rates on a range of investment services, and we work to earn your trust with a transparent model.

Passion for Helping Clients Succeed

Client interests are at the center of everything we do. We work for you, not for the custodians or anybody else, so that our interests are aligned with yours.

Independent Analysis & Advice

We use the experience of our team to perform investment analysis in-house, striving to create recommendations that are in your best interest.

Long-Term Perspective

We seek to build and grow long-term relationships with our clients. As such, our focus is on helping you stay the course so you can attain your goals.

Adoption of New Tools & Technology

At LM Advisors we reinvest in our platform, upgrading our technology and building proprietary tools that improve our investing and reporting processes.

Our Process

Strategy

We Build Your Profile

We want to get to know you, to understand what makes your financial situation unique. We'll create a personalized investment plan tailored to your specific needs, goals, and risk tolerance.

Implementation

We Execute the Plan

We'll let our independence and our decades of experience drive our investment decisions, so that we can carry out the investment plan intelligently and objectively. We'll also leverage our custodial relationships so you can participate in a range of investment areas.

Review

We Monitor the Portfolio

Once the portfolio is in place, we'll use proprietary technology to monitor the progress of your investment plan and make adjustments as needed.

Transparency

We Communicate With You

Through the entire process, we'll seek to understand how your needs are evolving. We'll strive for open and transparent communication while providing you with the ongoing service you need.

We'll create an investment strategy for you driven by Your Unique Goals Your Risk Tolerance a Long Term Perspective Fundamental Analysis Market Research Independent Analysis Low Transaction Costs Disciplined Investing

Meet the Team

All Strategy Investments Client Services Technology Operations

Luis
Maizel

Leonardo
Simpser

Yoel
Bank

Josef
Frymerman

Michel
Cohen

Martha
Corrales

Janet
Araiza

Ximena
Matiz

Michelle
Pacheco

Abraham
Daniel

Vanessa
Mondragon

Gerard
Levin

Carlos
Osuna

Jonathan
Chatfield

Tobias
Gorodzinsky

Jose
Cherem

Gabriela
Boone

Latest News

Announcement

Comunicado de LM Advisors

Breve comunicado para poner en contexto la volatilidad que estamos viendo en los mercados

February 3, 2022

LMA

LM Advisors is an investment adviser that provides investment management services to high net worth individuals and families. Investment advice can be provided only after the delivery of LM’s firm Brochure and once a properly executed investment advisory agreement have been entered into by the client.

Site Links

Main Office

San Diego

(619) 814 – 1400

750 B Street, Suite 3020

San Diego, CA 92101

Personalized & Independent Financial Advice You Can Trust