At Lucas Capital, we’re serious about providing you with great service. In fact, our entire organization is structured around it.
From the first time you call, you’ll see the difference:
A real person answers the phone and is ready to help you
Your investments are managed in-house and not outsourced to a 3rd party
We help you with all your financial questions and needs, not just your investments
We’re constantly looking out for your blind spots to better manage your risk
Our family office-style services ensure that you get the comprehensive, coordinated services you need
Big firms may say that they offer this type of truly personalized service, but they rarely can. Why not? Because they are usually driven by profits and the commissions they make on what they are selling to you. So efficiency and profits usually drive their structure….not your needs.
Lucas Capital was founded to provide you with a better option.
About Lucas Capital
We’re a completely independent Registered Investment Advisory firm.
We’re owner-operated, so we care deeply that you receive the best service possible.
We act as your fiduciary at all times, not just part of the time. That means we are held to a legal standard to always put your interests first.
We’re completely fee-only, meaning we only get paid by you, our client, through fees. This is the same way you pay your lawyer and accountant and that avoids any conflict of interest.
We don’t accept commissions or other indirect compensation. That means our loyalty is only to you.
Our low client to advisor ratio means you get the specialized attention you need.
