The Lubin Group brings 75+ years of investment experience and skill sets to our client base of affluent individuals, corporations, foundations and endowments, pension funds and corporate retirement plans. Our focus is on limiting our clients’ investment volatility and risk while aiming to preserve capital and deliver positive returns under all market conditions.
We offer to our clients a diversity of traditional investments, as well as alternative investments that span the range of specialized investment opportunities reserved for the more substantial and sophisticated high net-worth and institutional clients.
Our group does not believe that a declining market is an excuse for losing money. We have a long track record with alternative investments and dual directional products that can potentially benefit from both a rise and fall in the underlying index or security. Some of these types of investments include:
• Dual directional investments based on the performance of market indexes
• Custom Model ETF Portfolios
• Private Equity/ Alternative Investments
The primary aim of recommending these types of alternative investments to our accredited investor clients is to reduce risk, enhance potential returns and minimize the correlation with equity and bond markets.
Our team has many clients in the scientific and computer science fields who rely on us to apply to their investment portfolios the same level of rigorous standards that their own work requires. We help manage and support the investment activities of many notable national charitable organizations. The Lubin Group provide families with financial solutions that help to preserve and protect their multi-generational financial wealth. Our clients will tell you that we provide customized guidance to meet their long-term goals and objectives.
Our offices are located on the Palos Verdes Peninsula convenient to Rolling Hills, Rancho Palos Verdes, Palos Verdes Estates, Redondo Beach, Hermosa Beach, Manhattan Beach, Santa Monica and Los Angeles.
We provide our clients with the investment choices that will help them to weather volatile times, today and in the future. Contact us to find out how we may be able to help you.
Read “Your Assets are Safeguarded” for insightful information about asset segregation, FDIC and SIPC protections and Morgan Stanley capital reserves.
Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life. To learn more, call or send an email.
Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Call or email us and get advice that goes beyond investments. A new standard for retirement planning.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.