Investment Guidance

Investment Guidance that Starts with you

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 program
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Whatever your goals, we'll help you craft a plan

We offer a broad range of products and services to help you pursue your financial goals, and we can help you choose the right approach.

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Tools and resources to pursue your goals

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.

Have an Insight

We Make Wise Investments