LTS FINANCIAL GROUP

Overview

LTS Financial Group is a small, fee-based advisory firm that manages portfolios primarily for individual and family clients and small businesses. The firm runs discretionary portfolio management and supplements its client work with educational seminars and workshops. Its business model is centered on a percentage-of-AUM fee schedule and it maintains an affiliation with an insurance company, which influences product availability and how planners construct client solutions. Investment activity is concentrated in publicly available pooled vehicles rather than direct-stock concentrated strategies or broad alternative allocations. LTS Financial Group is not positioned as an ESG investor, does not operate as a multi-state adviser, and does not act as a pension consultant. Given the firm’s advisory scope and custodial footprint, the manager preference leans toward diversified mutual fund exposure and insurance-wrapped products that fit a retail, individual-and-family client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices