Break Away From Sub-Par Vanilla Solutions
You've Worked Hard to Earn Success
(Touch to Flip Box)You’ve run a successful business, department, or household….with a responsibility to steadily produce and create.
The pressure is always on.
The Traditional Playbook Doesn't Fit
(Touch to Flip Box)Traditional approaches use buy-and-hold portfolios with market-based results (less fees)!
Shouldn’t you have specific solutions to maximize your needs?
You Deserve More From Your Advisor
(Touch to Flip Box)You deserve insightful advice, results-based investments, and “no excuse” service.
If execellence is your goal, we invite you to learn more about our firm.
(For business owners and professionals with at least $500,000, and retirees with at least $1 million).
Wealth Management, Rebuilt
LotusGroup was founded by management consultants who spent countless hours listening to clients. We have constantly questioned whether industry best practices are truly best. (Hint: they usually aren’t for high achievers)
Learn how behaviors should be matched to investment decisions. See how private investments should be added to public strategies. Join a growing community that is flat-out winning.
Behavioral Assessments
Ever wonder why there are so few winners in the markets? The key factor isn’t risk tolerance, it’s selecting a strategy you will actually stick to.
Rather than promoting the idea du jour, we match investment strategies to client behaviors using proprietary assessments. Whether the match is to a comparison-based strategy, an absolute-based one, or an income-producing private approach…a good match means reduced stress and higher returns.
Private Investments
Problem: Your Advisor focuses on public markets with no real ability to find quality private investments.
Solution: LotusGroup professionally sources opportunities, and negotiates lower investment minimums so that clients can access deals alongside the uber rich.
Result: Our approach is conflict free, and delivers consistent income with higher long-term returns.
Handcrafted Service
Tired of companies that pay lip service to “putting the client first?” Often it’s just a marketing message with very little follow through.
At LotusGroup, we consistently deliver on the basics, while asking about and then communicating in a style that you prefer. Furthermore, our culture is laser-focused on empowering clients to make decisions and then to take care of the execution details.
See How Our Clients Are Thriving Today
