Assets Under Management
$6.5B
Number of Clients
1,062
Number of Advisors
8
Average Client AUM
$6.2M
AUM per Advisor
$818.2M
Compensation
Fee-Only (AUM)
LMCG Investments, LLC is an SEC-registered investment adviser offering global multi-cap, diversified equity, fixed income, and balanced portfolios. They employ fundamental and quantitative analysis. Services include separately managed accounts, sub-advisory roles for mutual funds and MassMutual, and model portfolio programs for other advisors. Minimum account sizes apply, but may be waived.
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA, 02108