Locust Capital Management

Investment ManagementUnited States2-10 Employees

Locust Capital Management provides customized investment advisory solutions to individuals, families and small corporations. Locust Capital Management is able to eliminate the complexities of managing wealth for their clients. Locust Capital works with each client to develop a tailored investment policy to address client specific needs and requirements. 

Locust Capital clients’ portfolios are customized in a tax efficient manner using multiple asset classes and a “best of the breed” manager selection. Locust Capital's open architecture platform allows independent and objective recommendations based on your financial needs and goals. By integrating the various financial needs such as wealth management, taxes, estate and wealth transfer, insurance needs, and philanthropic planning, Locust Capital creates a comprehensive and well-orchestrated plan. Our client reports are comprehensive and easy to follow, allowing our clients to view their entire net worth in a single, consolidated report. Strong customer service is the cornerstone to our success. Our clients can expect world class service and immediate access to one of our senior advisors.

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