Investment Philosophy

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.

Get Your Free Assessment

Join my List and get you 10 Day CashFit Guide

Get Access to the 10-Day CashFit Challenge. This 10-Day money detox and money affirmations will help you answer the question "How am I doing?" and get you on your way to financial success.

DOWNLOAD NOW