Fourth Quarter Update
2022 was a challenging year for equity and fixed income markets, which contended with a confluence of events that negatively impacted financial assets across the board.
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.
Rather than a one-size-fits-all approach, we collaborate with you to offer customized strategies tailor-made to your specific needs.
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.
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.
We use the experience of our team to perform investment analysis in-house, striving to create recommendations that are in your best interest.
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.
At LM Advisors we reinvest in our platform, upgrading our technology and building proprietary tools that improve our investing and reporting processes.
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.
Once the portfolio is in place, we'll use proprietary technology to monitor the progress of your investment plan and make adjustments as needed.
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.
2022 was a challenging year for equity and fixed income markets, which contended with a confluence of events that negatively impacted financial assets across the board.
Breve comunicado para poner en contexto la volatilidad que estamos viendo en los mercados
Les enviamos esta carta para explicar la enorme volatilidad de los mercados financieros.
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.
(619) 814 – 1400
750 B Street, Suite 3020
San Diego, CA 92101