Lisch Investment Management LLC

Lisch Investment Management LLC is a fee-only investment adviser that provides personalized financial planning and discretionary portfolio management to individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $62.7 million for roughly 100 client accounts and offers services that include cash flow and retirement planning, tax and estate planning, and ongoing investment supervision.

The firm employs a strategic asset allocation framework with an income-and-growth orientation, using dividend-paying equities, real estate investment trusts, master limited partnerships, and selectively managed bond funds within globally diversified portfolios. Client objectives are documented in investment policy statements, accounts are managed on a discretionary basis, and portfolios are reviewed at least quarterly with adjustments when market conditions or client circumstances change.

Lisch has several atypical operational features for a firm its size: it is affiliated with an accounting practice and a law practice and has principals who are also licensed life and health insurance agents, arrangements the firm discloses in its brochure. Those affiliations are reflected in its wealth-management offering, which can include fee credits or coordination with affiliated or approved legal and tax service providers, and the firm also discloses that advisors may receive limited non-cash compensation and may provide administrative or referral support to other advisory firms.