Held to a Higher Standard: Yours.
LourdMurray provides fee-only investment advice. We don't charge commissions or performance fees, engage in excessive trades or push proprietary products.
By law, we are held to a fiduciary standard and must act in the best interest of our clients at all times. This responsibility distinguishes us from brokerage houses, which are merely required to determine a level of suitability rather than uphold the best interests of their clients.
Instead of pitching ever-changing investment products and attempting to predict the future, we work to intimately understand your needs. We identify the purpose of your wealth, and then deliver institutional-grade investment advice tailored to your distinct needs.
Our investment team consists of individuals with deep professional experience who hold CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst® (CFA®) designations, as well as MBAs. From top to bottom, however, everyone at LourdMurray is focused on you.
Talk to us, get to know our approach, and discover how we help protect and grow what you've worked so hard to earn.