LMCG Investments is an independent, employee-controlled registered investment advisor based in Boston, Massachusetts, with an office in New York City. LMCG manages investment portfolios for individuals, high-net-worth clients, trusts, and institutional clients. The firm offers a wide range of investment strategies, including U.S. and global equity portfolios, fixed income strategies, balanced portfolios, and relative value credit strategies. LMCG builds portfolios primarily using individual stocks, exchange-traded funds, and bonds, and tailors private client portfolios based on individual tax situations and time horizons. LMCG exercises discretionary authority to manage investments on behalf of clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Fees vary by strategy, ranging from 0.20% to 1.30% annually, and are negotiable based on account size and scope of services.