Pierce Lord, CFA
Lord Capital Management LLC

50 Avenue A, Suite 6D
New York, NY 10009
Lord Capital Management LLC | Financial Advisor in New York ,NY

About Lord Capital Management LLC

Lord Capital Management is a registered investment advisory firm
dedicated to individual investors. My primary business is portfolio
management with the goal of outperforming the S&P500 Index. I
interview new clients to develop an Investment Policy Statement which
outlines your goals, objectives, constraints, and risk tolerance. The
Investment Policy Statement serves as a guide for investing your funds.

I achieved the Chartered Financial Analyst (CFA) designation in 2007 and
have developed a true passion for stock picking in my 15 years of
investment experience.


General Information

Firm Start Year:   2006
No.of Employees:   1
States Licensed in:   NY
Number of Years with Current Firm:   4
Work Experience:   UBS Investment Bank
Drake Capital Management
I work with the following types of clients:   Individual Investors , Investment Clubs , Non-Profit Organizations , Businesses


Services

Investment Types:   Stocks , Bonds , Mutual Funds , Options & Futures , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   At my office , At your home , At your office , Via phone , Via email


Qualifications & Memberships

Firm Information

Firm's Number of Clients:   10
Firm's Number of Planning Clients:   10
Firm's Number of Managed Clients:   10
Assets Managed by Firm:   $8,000,000
Advisor's Number of Clients:   10
Advisor's Number of Managed Clients:   10
Advisor's Number of Planning Clients:   10
Assets Managed by Advisor:   $8,000,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1.00-1.50%
Additional Details on Charges:   Depending on the size of your portfolio, the management fee
ranges from 1.00% to 1.50% of portfolio assets.
Minimum Fee Charged for Managed Accounts:   $1,000


Pierce Lord, CFA

Pierce Lord, CFA

CFA

Communities Served

NY NJ CT PA RI MA ME NH VT

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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