Lakewood Capital Management is a diversified financial company providing investment advisory services, as well as management of proprietary equity, fixed-income, real estate, private equity, and venture capital investments.
At LCMI our goal is to take great care of our clients and their financial future by building a personal relationship with them, learning their investment goals, and incorporating that into their personal portfolio. We want each client to be confident that their portfolio is in good hands and we feel that confidence is built by having good communications between the client and the advisor.
It is our role to assist our clients in determining an appropriate asset allocation strategy by considering investment time horizon, a client's risk tolerance, and cash flow needs. This long-term asset allocation strategy is then adjusted for the changing circumstances and investment objectives of our clients, not on the short-term fluctuations of the securities markets.
As your financial advisor, we are compensated based on a percent of the assets we manage for you, not on commissions from a product we might sell you. Therefore we both have the same incentive, to consistently protect and increase your wealth.
Contact us today at 281-370-6700 to schedule a complimentary consultation meeting to discuss your investment and financial planning needs.