Locust Capital Management provides customized investment advisory solutions to individuals, families and corporations. Advisors at Locust Capital Management are able to eliminate the complexities of managing wealth for their clients. Locust Capital will work with each client to develop a tailored investment policy to address client specific needs and requirements.
Within our practice we have a unique focus that is tailored to physicians and medical practice facilities. Similar to how each medical patient requires individual attention, we take a completely independent and customized approach for each client knowing that everyone’s situation is different. Additionally we understand that physicians are extremely busy which is why we are happy to schedule early morning or evening meetings at your office or home.
Locust Capital clients’ portfolios are customized in a tax efficient manner using multiple asset classes and a “best of the breed” manager selection. Our open architecture platform allows us to provide independent and objective recommendations based on your financial needs and goals. By integrating the various financial needs such as wealth management, taxes, estate and wealth transfer, insurance needs, and philanthropic planning, Locust Capital creates a comprehensive and well-orchestrated plan. Our client reports are comprehensive and easy to follow, allowing our clients to view their entire net worth in a single, consolidated report. Constant client communication and frequent face to face interaction ensure that our clients are fully aware of their entire financial situation. Strong customer service is the cornerstone to our success. Our clients can expect world class service and immediate access to one of our senior advisors.