Break Away From 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!
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 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.
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.
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.
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.
See How Our Clients Are Thriving Today
