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
A simple, all-weather core of stocks and bonds — built to grow steadily while protecting what you’ve worked for.
Primary objective:
- Long-term growth and capital preservation
- Conservative / Moderate aggressive
Lumi Pro
A dynamic allocation that adapts as markets move — reaching for stronger growth with disciplined risk control.
Primary objective:
- Adapt and grow
- Moderate / Aggressive variants
Lumi Pulse
An active momentum strategy that rotates into the market’s leading sectors to capture its biggest moves.
Primary objective:
- Maximize returns
- Aggressive
Lumi Income
A diversified income engine of dividends, bonds, and options strategies — built for steady cash flow well above a 60/40.
Primary objective:
- Income generation
- Conservative / Moderate
