Lisch Investment Management LLC

Overview

Lisch Investment Management LLC is an independent registered investment adviser serving individual and family clients, with a business focus on financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and shows a clear preference for equity-oriented portfolios, using separately managed accounts and exchange-traded vehicles as primary building blocks. Portfolio construction emphasizes liquid, tradable instruments: exchange-traded equities and ETFs account for the largest share of invested assets. The adviser is not an active ESG investor and does not present itself as a multi-state adviser or pension consultant. Industry relationships include accounting, legal, and insurance professionals, which the firm leverages for coordinated client service around tax, estate and insurance needs.

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Public Holdings

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Location & Offices