Lowcountry Investment Advisors, Inc.
Your partner to a more secure future...
Welcome
At Lowcountry Investment Advisors, our goal is to provide you personalized investment advice that minimizes your concerns and maximizes your security.
We are a registered investment advisory firm. Our responsibility is to you our client. We assist you in making choices when it comes to your investments and financial planning concerns. Before we begin developing your investment
strategy, we take a good, hard look at where you are today. We assess
your investment goals, available resources, desired rate of return, and
risk tolerance. This research allows us to customize a plan to fit your specific needs. When you choose to work with LCIA, we hope to
become your "personal Chief Financial Officer" offering the resources
to coordinate many of your financial needs. LCIA has developed a
strategic alliance with Taylor, Miles & Associates, CPA -
Tax Planning Consultant, and other key professionals who can handle
your estate planning needs. We believe that the synergy created
by working together makes our team approach more efficient than working with others individually.
While each of our clients is unique, they all have one thing in common: You want unbiased investment advice
from experienced professionals. Our clients look to Lowcountry
Investment Advisors, Inc. to help protect their capital and maximize
their return in their portfolios after taxs and inflation. We hope you
look to us to help guide you toward financial security in retirement.
How Are We Different?
With LCIA there are no retainer fees, no minimum charges. We
charge by the hour for the time we actually spend working on your
behalf or a negotiated annual percentage of the assets we manage
depending on portfolio size, type of assets, management style and
performance. Because our fees increase only if your portfolio grows, our interests are aligned with yours. We focus on your financial objectives and your future.
Our Commitment
We want to providing you with greater financial independence, peace of mind, and security. Our goal is to provide investment strategies that enhance your success by establishing a portfolio that optimizes returns and minimizes volatility.
We believe the out-of-date commission systems used by many large firms are an obstacle to conscientious advisors. We don't set goals only based the numbers of transactions. We are simply to concerned for what's in your best interest.