a personalized approach to your investments.
At Lightman Capital we offer a different approach to wealth management. Our team believes that each of our clients is a partner, a relationship we value personally and professionally.
ABOUT LIGHTMAN CAPITAL
Tailored portfolios.
Tailored relationships.
company values
Our goal is to provide institutional-level expertise along with a boutique firm experience. Every client is important to us. We strive to provide independent, unbiased advice and take the time up front to understand each client’s unique situation.
SERVICE VALUES
We are not a “volume” investment provider. We have a small number of clients in order to retain a superior service level. We are our clients’ trusted advisors, committed to helping them make important personal and financial decisions. Our expansive network of professionals helps us build a team of experienced advisors to assist our clients with important needs such as estate planning, tax planning, and business exit strategies.
INVESTING VALUES
We are committed to an open architecture investment model, and invest in both the public and private markets as appropriate. Our independence from large banks allows us to minimize conflicts of interest, and to select managers and solutions across investment firms.
LEARN MORE
