LCR Financial Group, LLC

LCR Financial Group, LLC provides asset management and portfolio management services to individuals and high‑net‑worth individuals, offering investment access to stocks, bonds, mutual funds, ETFs, REITs and options while providing ongoing supervision of custodial accounts. The firm operates as a single‑advisor practice managing roughly $730,000 for a very small client base and also publishes an investment newsletter available to subscribers by email.

The adviser combines charting, technical and fundamental analysis and modern portfolio theory to construct portfolios and pursues long‑term, short‑term, income and hedging strategies, explicitly noting the use of options and certain ETFs as part of hedging and risk‑management. Accounts can be managed on a discretionary basis when clients provide written authorization, and the firm documents client investment objectives and permits clients to impose account‑level restrictions.

What is distinctive about LCR relative to many peers is its combination of boutique scale with a paid subscription newsletter and the explicit inclusion of derivatives and hedging strategies in client accounts. The brochure also discloses pending arbitration and civil litigation matters and a bankruptcy proceeding involving the firm’s principal, which are material disclosures for prospective clients to consider.