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LPG CAPITAL MANAGEMENT

At LPG Capital Management, we embrace client centered relationships built on trust and integrity. As fiduciary advisors, we strive to put our client's interests first. Through our personalized approach, we seek to enrich the lives of those we serve and empower current and future generations in the creation, management and distribution of wealth.

According to Benjamin Graham, recognized as Warren Buffet's mentor and the Father of Value Investing, "The essence of investment management is the management of risk, not the management of returns." We believe this statement concisely defines the LPG Capital Management investment philosophy. Simply stated, we strive to help our clients meet specific investment goals and objectives while identifying their capacity and tolerance for risk.

Newsletters

Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Why Renters Should Have Their Own Insurance

Explains that landlord policies don't cover tenants' personal property.

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Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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