We do the work so you don’t have to
A money manager just manages your money, but we go beyond to help ensure you can meet the financial goals you have for your life.
Bringing clarity and understanding to a complex financial world
- Each year, a confusing array of investment offerings and products are introduced.
- We strive to understand all financial products and build your portfolio with the best ones available.
- We can help you understand and evaluate your choices: from new ETF, employee pension plans, insurance products, annuities, and even private investments.
Selecting asset allocation for your stage of life
- Our approach is tailored to your situation and we work together to build the most appropriate portfolio for you.
- We believe in the importance of stocks and bonds in a balanced portfolio as well as representation across industry sectors to dampen volatility from any one sector’s performance.
- Through our personal relationship, we will monitor if your portfolio remains appropriate withn life changes.
- Providing you with understandable reports on your investments makes it easy to evaluate your financial position.
Having a sound financial plan for whatever the circumstance
- Your financial future is driven by your life plans and we capture all major life events to assess their financial impact using our proprietary modeling tools.
- Your personal balance sheet allows you to see all of your assets, liabilities, and net worth on a single page.
- Using growth and spending assumptions, we can project your assets over time.
- Cash flow report details income and spending so you can make the right choices for you.
Assisting with your Charitable giving to ensure a legacy for the future
- Lucas Capital is a long-time partner with NJCF, an organization that shares common core values and helps streamline your charitable giving.
- We have expertise and can help with Donor Advised Funds to help meet your charitable objectives with a tax-efficient strategy.
- Charitable giving can become a family activity that helps your children become more involved in financial and charitable pursuits.
Unexpected situation or change in plans?
See the impact on your future finances with the click of a button.
Sample reports, click to enlarge