We offer attractive financial terms, a comprehensive suite of support services, and access to the world’s top custodians to help you and your clients prosper. Join us and grow your business independently and on your own terms.
We work together to customize “plug and play” service packages including full portfolio management, operations and compliance services, so you can focus on your client relationships and grow your business.
We consolidate all of your clients’ assets, including alternative investments and their performance, in our innovative portfolio-management system Addepar©. This way you can manage complex portfolios easily, receive customized analysis and alerts, and generate customized reports.
We provide you with access to leading industry research and analysis as well as pricing information systems, model portfolios and security recommendation lists. We have exclusive access to leading alternative investments platforms and leverage our size to negotiate special minimums for smaller investors in prominent market leading alternative funds. You can easily provide client bespoke recommendations at multiple custodians both on-shore and off-shore. We provide real estate, private equity, hedge funds, structured notes and crypto access to leading players.
Rely on our compliance and legal team to reduce the time you spend on these activities, so you can concentrate on what you do best, the relationship with your clients. We are able to support all types of individuals and entities; our ecosystem operates in fully regulated companies.
Strong, strategic and high-level relationships with the world’s top custodians, banks and brokers recognized by our partners as leaders in independent wealth management. Access our network of lawyers, CPAs, brokers and other professionals in more than six countries with whom we have negotiated special rates for our clients.
Leverage our suite of online channels and events to gain new customers and increase loyalty among existing ones. You will also be able to keep them informed and updated with our analysis and research on relevant market events.
Lumina provides wealth management, investment and family office services to help each client determine and achieve their financial goals. We are a team of professionals highly qualified in all financial areas in order to find the best solution that adapts to your needs.
LUMINA INVESTMENT ADVISORS LLC – Investment Adviser Firm (sec.gov)
