Registered Investment Advisor in Massachusetts
Always acting in your best interest as a fiductary
Portfolios designed with your risk tolerance first
Education-first philosophy inherited from LumiTrade
How LumiPortfolio Works
Understand You
You take the LumiPortfolio Quiz to assess goals, time horizon, and risk comfort.
Match You to a Portfolio
You're aligned to one of 12 thought fully designed portfolios.
Guide & Adjust Over Time
Ongoing guidance, rebalancing philosophy, and clarity as life evolves.
Portfolio Framework
Lumi Core
For investors looking for balanced growth and stability
Primary objective:
- Long-term growth and capital preservation
- Conservative/Moderate aaggressive
- 7+ Years
Lumi Core
For investors Seeking flexible growth with enhanced allocation strategies
Primary objective:
- Adapt and grow
- Moderate/Aggressive varianes
- 7+ Years
Lumi Core
For investors seeking sophistioated growth opportunities
Primary objective:
- Maximize returns
- Argressive
- 8+ Years
Lumi Core
For those foulsed generating steady income
Primary objective:
- Income generation
- Conservative / Moderate conservative
- 5+ Years
