LSP Advisory LLC

LSP Advisory, LLC provides investment advisory services to individuals and high‑net‑worth clients, generally operating with an account opening guideline of $250,000 (waivable). Services focus on portfolio management through the placement of client assets with third‑party sub‑advisers, and the firm also advises on a broad range of instruments including mutual funds, ETFs, structured notes, REITs, private equity interests and oil and gas partnership interests.

The firm’s approach is to match clients to model portfolios offered by selected sub‑advisers and to recommend allocations based on each client’s risk tolerance and objectives; clients choose the risk category and the advisor coordinates implementation and ongoing monitoring. LSP Advisory reviews quantitative and qualitative manager criteria (performance history, risk‑adjusted returns, manager tenure, style consistency) on a regular basis and relies on sub‑advisers and third‑party platforms to execute and report on strategies.

What is distinctive for this independent, single‑advisor firm is its extensive reliance on and contractual affiliation with multiple third‑party investment managers (fee‑sharing arrangements) and its formal relationships with named sub‑advisers that provide access to niche strategies such as structured notes. The firm is also connected to an affiliated tax/income‑planning business and has personnel licensed to sell insurance (who may receive separate commissions), and it offers periodic public and client educational seminars — features that are less common among peers.