LK&A

LK&A has been an independently owned and operated Investment Advisor since our founding in 1985. We believe providing transparent investment advice, free from the conflicts of interests that naturally arise in the typical brokerage model, is the logical path to ensure client interests come first... As an investment advisor, we operate under an agreement that allows us limited authority to make trades in client accounts. We do not house assets at the firm level; rather we work with a variety of client-chosen custodians that provide safe-keeping and accounting of assets. Clients will get "double-reporting" on investments derived from statements produced by both LK&A as well as their own custodian. We believe that separation of advisor and custodian, and avoiding commingled assets, provides the greatest protection to the investor... A detailed summary of the services we provide clients, the structure of the firm, the scope of our relationship and how we are compensated can be found in..

Primary location: Pasadena United States