Locust Lane Wealth Management is an independent registered investment advisory firm serving the financial needs of families, institutions, and financial professionals. We believe in providing risk-appropriate investment portfolios based on real evidence and not gut instincts or raw emotion.
without the guesswork.
It turns out almost 80% of people have more risk in their portfolios than they previously realized.
We believe educating investors
enhances investment experience.
Locust Lane believes in educating clients with the goal of providing a successful investment experience. That begins by understanding the difference between speculation and investing.
A key to a good long-term investment experience is being able to stay with your investment philosophy, even during tough times.
As evidence-based investors, we construct and manage risk-appropriate investment portfolios that are based on Nobel Prize winning research.