Locust Lane Wealth Management is an independent registered investment advisory firm serving the financial needs of families, institutions, and financial professionals. We believe in providing risk-appropriate investment portfolios based on real evidence and not gut instincts or raw emotion.
Investment Management
without the guesswork.
Let’s Face it.
Investing
Involves Risk.
By assessing your unique Risk Number, our firm can appropriately align your preferred risk with an investment portfolio tailored to help you reach your financial goals.
It turns out almost 80% of people have more risk in their portfolios than they previously realized.
We believe educating investors
enhances investment experience.
Locust Lane believes in educating clients with the goal of providing a successful investment experience. That begins by understanding the difference between speculation and investing.
A key to a good long-term investment experience is being able to stay with your investment philosophy, even during tough times.
As evidence-based investors, we construct and manage risk-appropriate investment portfolios that are based on Nobel Prize winning research.