TX: (512) 399-0307 CA: (323) 219-0633

Investment Philosophy

At Lionshare we build client-driven, tax-managed, and customized equity strategies for investors of all types. This investment committee encompasses a group of carefully selected experts, each selected for their unique contributions to our client’s investment goals. Our committee of investment managers have an array of expertise, technology, and resources that allow us to successfully partner with investors to serve their evolving needs during the different ages and stages of their investment lifecycle.

Investment Committee
We work with prominent institutional managers, such as JP Morgan, Blackrock, Vanguard, WisdomTree and Churchill Management Group.