Lord Capital Management LLC | Financial Advisor in New York ,NY

50 Avenue A, Suite 6D
New York, NY 10009

About

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.

8 Years of 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 , Non-Profit Organizations , Businesses , Investment Clubs


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



FAQs

Pierce Lord, CFA

Pierce Lord, CFA

CFA

Communities Served

NY NJ CT PA RI MA ME NH VT

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

Check Money Order
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