Lloyd Financial Group LLC

Lloyd Financial Group LLC offers customized investment management and financial planning services to individuals, high-net-worth individuals, trusts, and estates. Operating as a registered investment advisor, the firm works closely with clients to understand their financial goals, time horizon, and risk tolerance in order to construct diversified portfolios primarily using low-cost mutual funds and exchange-traded funds, along with individual stocks or bonds when appropriate. Lloyd Financial provides ongoing supervision of client portfolios on a discretionary basis, allowing the advisor to make trades without asking first. In addition to investment management, the firm offers financial planning services covering areas such as retirement planning, personal savings, education funding, and insurance needs. Clients may also utilize independent managers through institutional relationships. Lloyd Financial is owned by Fason Holdings LLC and led by Lucas C. Lloyd and Colin E. Symons.