Chicago, United States
LCM Capital Management, Inc. is a Chicago-based investment advisory firm founded in 2002. The company offers private money management services to individuals and families, as well as investment advisory services to 401(k) and 403(b) retirement plans. With a focus on providing low-cost, quality investment advisory services, LCM aims to empower clients to have control over their investment costs, an aspect often overlooked in the industry. The firm emphasizes transparency in fees and expenses, encouraging investors to educate themselves on mutual fund fees and the potential impact on performance.
At LCM, the preference for direct investment in individual stocks and bonds, along with select ETFs, is evident, with the avoidance of mutual funds in individual portfolios unless requested. The company's account minimum of $25,000 is notably lower than many competitors, enhancing accessibility to their services. In addition, LCM seeks to extend large plan benefits and pricing to small and mid-market company plans for 401(k)/403(b) retirement plans.
Amid their principles and strategies, LCM acknowledges that every investment represents an individual whose interests they aim to serve. However, it's important to note that the platform serves solely for informational purposes and not as investment advice, with no advice being rendered by LCM unless an advisory agreement is in place. Furthermore, the company underlines its non-responsibility for comments by third parties and highlights that any recognitions may not be representative of a client's experience with LCM.
