Lions Financial Advisory (LFA) provides ongoing portfolio management and investment advisory services tailored to clients’ goals, circumstances, time horizons, and tolerance for risk. Its process begins with an interview to understand each client’s needs and requirements. LFA then prepares an Investment Policy Statement documenting relevant details, including income, tax levels, and risk tolerance, and develops a plan to guide portfolio selection.

Services can include investment strategy, personal investment policy development, asset allocation and selection, risk assessment, and regular portfolio monitoring. LFA may combine model allocations with client-specific recommendations reflecting personal needs, targets, and restrictions. The firm says clients cannot restrict investments in particular securities or categories based on their values or beliefs.

LFA generally advises individuals, high-net-worth individuals, charitable organizations, corporations, and other business entities. The firm also maintains a written Code of Ethics covering matters such as conflicts of interest, insider trading, personal securities transactions, confidentiality, compliance, reporting, training, and recordkeeping. A copy is available free upon request to clients and prospective clients