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. 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. 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.
Join a growing community of clients that choose to have LotusGroup Advisors as their fiduciary. 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.
Services
Raph founded LotusGroup Advisors in 2004 and has helped build the firm to its current state. He sets our mission, vision and values, and works together with our Management Team to hold the organization accountable to high standards. Raph developed our data-driven public investment models over a two-decade period, strategies which are today managed and improved upon by our Investment Team.
The investment industry often focuses on theories and logic, while underappreciating real-life emotions that can drive people's decisions. LotusGroup Advisors aims to match investment strategies with client behaviors, using proprietary online assessments and deep one-on-one discussions. We next turn our focus to building a plan for the future, one you can track against to see progress.
LGA professionally sources private funds with predominantly asset-backed strategies and expected distributions. We typically focus on recession-resilient or low-correlation asset classes that may provide a hedge against public portfolio investments. Our team mainly avoids private equity or debt-heavy offerings.
Reviews (1)
Culver Van Der Jagt
Feb 06, 2015
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What a fantastic group of people! I love LotusGroup and how they get their people to network with one another. They have saved me thousands of dollars in taxes with their attentive proactive approach and they've employed some excellent investment strategies. Additionally, they really do care about each of their clients as each of their clients would gladly tell you if asked. Thank you Andy for all of the trust and professionalism… and thanks for taking several of us go-cart racing!
