WESTPORT, Conn., July 14, 2021 /PRNewswire/ — LCR Wealth Administration is proud to announce that it’s now an SEC Registered Funding Advisor and can be capable of proceed its mission of placing shoppers’ pursuits first and being a spot for international households to handle US-based wealth.
LCR Wealth was began by Tom Garvey who got here from Goldman Sachs and was a part of the administration workforce at United Capital, a pioneer in constructing a big, nationwide RIA agency.
“It’s good to shift from Connecticut Registration to SEC registration. We have already got put in place the programs and procedures to fulfill the SEC necessities and we expect to see continued progress as we construct the enterprise. Shoppers wish to know our focus is on impartial recommendation and we take that very critically,” stated Tom Garvey, president of LCR Wealth.
“Tom has completed an incredible job establishing LCR Wealth and I can see why his shoppers belief him. He’s all the time targeted on their finest pursuits.” stated Sherman Baldwin, CEO of LCR Capital Companions. “A lot of our shoppers come from markets that do not have legally-defined fiduciary advisor corporations. As they transfer property to the USA, they like that their advisor solely has their pursuits in thoughts and is just compensated on the recommendation they provide, not hidden commissions or transaction charges.”
“Seeing LCR Wealth develop out of the Connecticut registration and transfer to nationwide SEC registration is a vital milestone. Our objective at LCR is to be a trusted advisor to our shoppers and provide a spread of top quality companies that assist them transfer to the US. For worldwide shoppers being registered with the SEC demonstrates scale and professionalism.” stated Suresh Rajan, founder and Government Chairman of LCR Capital Companions.
LCR Wealth at the moment operates in Westport, CT serving profitable households nationwide, and international households which have established a US residence.
About LCR Wealth Administration
LCR Wealth Administration is a Registered Funding Adviser that gives profitable households customized funding recommendation on a price foundation. As a fiduciary to its shoppers, LCR Wealth Administration is required by regulation to place its shoppers’ pursuits forward of its personal pursuits. Tom Garvey based LCR Wealth Administration after 18 years of expertise as an Funding Adviser Consultant at Goldman Sachs and United Capital. LCR Wealth Administration is registered with the SEC on the deal with of 315 Submit Highway West, Ste 200, Westport CT 06880.
Web site: http://www.lcrwealth.com
About LCR Capital Companions
LCR Capital Companions is a personal funding and advisory companies agency that serves households inquisitive about international alternatives. Based in 2012, the agency’s major focus is working with shoppers inquisitive about immigrant investor applications. LCR has helped over 850 shoppers transfer to the USA by way of the EB-5 Immigrant Investor Visa, which grants traders and their instant members of the family US Inexperienced Playing cards. LCR additionally works with the E-2 Investor Visa, the Portuguese Golden Visa, and Grenada’s Citizenship by Funding program that are all government-approved investments. Via its associates, International Investors Mortgage and LCR Wealth Management, the agency additionally provides US mortgage options and wealth administration to international nationals shifting to the USA. LCR has constructed long-term, trust-based relationships with a worldwide shopper base of high-net-worth households in over 30 international locations world wide. LCR is headquartered in Westport, CT, and runs a worldwide community with groups in Miami, San Francisco, São Paulo, Dubai, Singapore, and Mumbai.
Web site: http://www.lcrcapital.com
For extra data please contact:
John M. Baker
Chief Advertising and marketing Officer, LCR Capital Companions LLC
+1 (203) 883-1940
SOURCE LCR Capital