The central thesis of Lionshare Partners is that the financial industry must undertake nothing less than a radical reinvention of how they deliver financial advice to consumers. Without a re-engineering of the financial industry, customers are forced to access advisors who offer prudent & intelligent advice that is priced too high, sometimes lack substance and quality of execution, and that may be actively lobbying for public policies that work against the client’s best interest.
Our clients have worked hard to position themselves for financial success. We believe they should work with a firm that uses technology, low-cost & flexible service models, and vendor competition to return the lion’s share of value back to them.
At Lionshare, you don’t invest in us. We invest you in. Our mission is to modernize the traditional service model based solely on assets under management and to allow more opportunities for clients to chart a customized path from wealth accumulation, risk & tax management, to legacy planning. We are our clients’ chief financial officer, motivated to organize, simplify, and partner with a best of class team of institutional money managers, attorneys, tax professionals, and insurance brokers. In doing this we aim to give you greater piece of mind and a larger slice of your pie.
Company Details
- Founded
- -
- Address
- 200 S. Barrington Ave,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.lionsharepartners.org
- Keywords
- Investment Management, Financial Planning, Estate Planning, Tax Planning, Transitional Wealth, Risk Management, Asset Protection, Real Estate Investing, Debt Management, College Planning, Insurance, Retirement Planning.
- HQ
- Los Angeles, CA
Lionshare Partners Llc Questions
Lionshare Partners Llc's website is http://www.lionsharepartners.org
Lionshare Partners Llc's LinkedIn profile is https://www.linkedin.com/company/lionshare-partnersllc
Lionshare Partners Llc's industry is
Investment Management
Lionshare Partners Llc's top competitors are
First Capital Advisors,
Lev Capital,
The Yacht Set,
Robinson Capital Group,
Lionshare Property Management,
Luna Capital Advisors,
Roge Systems Ltd,
Triumph Capital Partners,
Lionshare Bookkeeping,
Cornerstone Wealth Management, Usa.
Lionshare Partners Llc's categories are Investment Management
Lionshare Partners Llc's founding year is 2017
