Advisors at this firm
Chris L
Series 63, Series 65
Oklahoma City, OK
LIG Capital Management, LLC
Chris Lorenzen is a financial advisor with LIG Capital Management, LLC in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LIG Capital Management since 2004 and also serves as president of CLK Investments, Inc., a non-investment related business. LIG Capital Management provides investment management and advisory services to individuals, small businesses, retirement plans, trusts, and charitable organizations. The firm employs active, trend-following equity strategies for discretionary portfolios alongside Modern Portfolio Theory–based asset allocation for non-discretionary accounts, serving clients who retain final trading authority in most cases.
Stuart M
Series 66
Oklahoma City, OK
LIG Capital Management, LLC
Stuart Mccuan is a financial advisor at LIG Capital Management, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, National Association from 2010 to 2017. Outside of his advisory role, he serves as president of McCuan & Associates, a non-investment related S-corp. LIG Capital Management provides investment and portfolio management services to individuals, small businesses, retirement plans, trusts, and charitable organizations. The firm employs a combination of active, trend-following equity strategies and Modern Portfolio Theory–based asset allocation, managing a majority of its assets on a non-discretionary basis.
Mark H
Series 63, Series 65
Oklahoma City, OK
LIG Capital Management, LLC
Mark Humphreys is a financial advisor at LIG Capital Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with LIG Capital since 2010. Outside of his advisory role, he serves as president of Mark Humphreys & Associates, a non-investment related business, and is also a manager for Peninsula Energy Logistics, an oil and gas pipeline transportation and logistics company. LIG Capital Management provides investment management and advisory services to individuals, small businesses, retirement plans, trusts, and charitable organizations. The firm combines active, trend-following equity strategies with Modern Portfolio Theory–based asset allocation and manages a majority of its assets on a non-discretionary basis.
Julie M
Series 66
Oklahoma City, OK
LIG Capital Management, LLC
Julie Mahanay is a financial advisor at LIG Capital Management, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at BOKF, NA and T S Phillips Investments, Inc. LIG Capital Management provides investment management and advisory services to individuals, small businesses, retirement plans, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary programs, combining active equity strategies with Modern Portfolio Theory–based asset allocation and diversification.