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Carolyn La Rocco
President at Lcp Institutional
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Work Experience
President
Sep 2015 - Present · 9 years and 3 months
President Lakeview Institutional Wealth
Sep 2015 - Mar 2021 · 5 years and 6 months
Managing Director, Consultant
2000 - Aug 2015 · 15 years and 7 months
Company Details
2-10 Employees
At LCP Institutional, we navigate the complexities of the financial world to provide clarity and results that resonate with your values and financial goals. With over 30 years of dedicated service in the investment industry, our firm stands as a beacon for institutions, high-net-worth individuals, and families. This is what drives us: ▪️ Our mission is to be your trusted financial partner, embodying integrity, transparency, and unwavering commitment to your success. As your fiduciary, we prioritize your interests, crafting customized strategies that align with your unique aspirations and values. ▪️ Investment consulting isn’t just about managing wealth; it’s about forging lasting partnerships and understanding the intricate dance between risk and opportunity. At LCP Institutional, our approach is client-centric, focusing on personalized solutions that cater to the distinct needs and goals of each client we serve. ▪️ Unlike traditional advisory firms, LCP Institutional is completely open architecture. Our only line of business is you; this keeps our advice untainted by external pressures, ensuring that our recommendations are made with only your best interests in mind. Our transparent fee structure and commitment to our clients’ needs mean that you can invest with confidence, knowing that your portfolio is not only robust but also reflective of your ethical standards. ▪️ From developing comprehensive financial plans or investment policy statements to implementing dynamic asset allocation portfolios, our team of seasoned professionals is equipped to address all facets of wealth management. For those interested in socially responsible investing, we have decades of experience guiding client assets to have a positive impact on society. Whether safeguarding the prosperity of institutions, enhancing the wealth of families, or crafting investment strategies with a conscience, our purpose is clear — to empower our clients. Let's embark on this journey together.
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
1270 W Peachtree St NW Suite 3 Atlanta, Georgia 30309, US
Keywords
Institutional InvestorsHigh Net Worth InvestorsSocially responsible investing (SRI)Financial PlanningWealth ManagementFinancial AdvisorsInvestment ManagementInstitutional Wealth ManagementSRIPortfolio Management
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