Break Away From Vanilla Solutions

You've Worked Hard to Earn Success

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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

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Traditional approaches use buy-and-hold portfolios with market-based results!

Shouldn’t you have specific solutions to maximize your needs?

You Deserve More From Your Advisor

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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.

Make Life Count

(For business owners and professionals with at least $500,000, and retirees with at least $1 million to invest).

Wealth Management, Rebuilt

LotusGroup was founded by management consultants and financial advisors who spent countless hours listening to clients. We have constantly questioned whether industry best practices are truly best. (Hint: they aren’t always for high achievers)

Learn why it may be better to match behaviors with investment decisions. See how private investments may be used to supplement public portfolios.  Join a growing community of clients that choose to have LotusGroup Advisors as their fiduciary.

SEE WHY IT MATTERS NOW

Behavioral Assessments

Ever wonder what characteristics lead to long-term success?  Nearly all investment firms focus on risk tolerances, and we believe that is an important aspect of choosing your investments.  However, another key factor may be choosing an investment strategy that meets your behavioral makeup, one that you are potentially more likely to stick with.

LotusGroup Advisors aims to match investment strategies with client behaviors, using proprietary assessments and deep one-on-one discussions. Whether the match is to a comparison-based strategy, an absolute-based one, or an income-producing private approach…a good match may lead to reduced stress and improved long-term results.

SEE OUR APPROACH
DISC
Risk
Strategy
Liquidity

Private Investments

Problem:  Your Advisor focuses on public markets with little capability at finding appropriate private investments.

Solution: LotusGroup professionally sources opportunities and helps provide access to our clientele. 

Result: Our approach helps to diversify your portfolio while potentially contributing to returns and critical income production.

SEE PRIVATE INVESTMENTS

Handcrafted Service

Tired of companies that pay lip service to “putting the client first?”

At LotusGroup, we work hard to deliver on the basics, while asking about and communicating in a style that you request. Furthermore, our culture is laser-focused on empowering clients to make decisions while we take care of the execution details.

MEET THE TEAM

See How Our Clients Are Thriving Today

OWNERS

PROFESSIONALS

RETIREES

DENTISTS
Make Life Count