LPG CAPITAL MANAGEMENT
At LPG Capital Management, we embrace client centered relationships built on trust and integrity. As fiduciary advisors, we strive to put our client's interests first. Through our personalized approach, we seek to enrich the lives of those we serve and empower current and future generations in the creation, management and distribution of wealth.
According to Benjamin Graham, recognized as Warren Buffet's mentor and the Father of Value Investing, “The essence of investment management is the management of risk, not the management of returns.” We believe this statement concisely defines the LPG Capital Management investment philosophy. Simply stated, we strive to help our clients meet specific investment goals and objectives while identifying their capacity and tolerance for risk.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.