Your goals are unique, so your investment guidance should be too. We take the time to listen
and understand what matters most to you before helping you develop and manage your investment
strategy. Call us today at 800-870-9668 to get started.
A Range of Investment Management Solutions for Today's Investor
Build it with us - Get a managed portfolio recommendation to fit your
goals and ongoing support from Lumentrades Investment Management, LLC
Build it with an advisor - For more complex advisory needs, get an
introduction to an independent Registered Investment Advisor through our advisor referral
Explore a wide array of tools and resources to help you create and pursue your financial goals.
From calculators to tax prep, to videos, you'll find the guidance you need.
These tools and resources are made for informational and edcuational purposes only. Lumentrades
does not provide recommendations, legal or tax advice.