Strategic Investment Guidance with Ltd Capital

We pair disciplined portfolio management with proactive financial planning to help you protect and grow your capital.

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Independent Investment Advisory Firm

Ltd Capital delivers objective wealth management, tax-efficient planning, and institutional-grade analysis for families and business owners.

  • Portfolio Management

    Evidence-based asset allocation tailored to your goals and risk tolerance.

  • Risk & Tax Strategy

    Integrated planning to mitigate downside risk while maximizing after-tax returns.

Our advisors blend market research, scenario analysis, and personal guidance to keep you confident through every market cycle. Partner with us to align capital with the future you’re building.

Services

Customized financial strategies designed to preserve, grow, and transition wealth

Wealth Management

Comprehensive portfolio oversight aligned with your objectives and timeline.

Financial Planning

Integrated cash-flow, retirement, and estate planning for every stage of life.

Investment Research

In-depth market analysis informing tactical and strategic allocation decisions.

Risk Mitigation

Stress testing, hedging, and insurance reviews to guard against unexpected events.

Our Advisory Team

Meet the fiduciary professionals guiding your financial future

Michael Roberts

Chief Investment Officer

Jennifer Lee

Director of Financial Planning

David Chen

Risk & Compliance Officer

Sarah Johnson

Client Relationship Manager

Frequently Asked Questions

Answers to common questions about our investment advisory approach

Who do you advise?

We partner with individuals, families, and closely held businesses seeking a dedicated advisor for long-term wealth stewardship.

How is your investment philosophy structured?

We rely on diversified, evidence-based portfolios complemented by tactical adjustments when risk or opportunity shifts.

How do you structure fees?

We offer transparent, assets-under-management pricing with flat-fee planning options for clients who need project engagements.

What does onboarding look like?

We begin with discovery and goal alignment, then build your financial plan, transition assets, and schedule ongoing strategy reviews.