Luna Capital Management, LLC (LCM) is an investment management company that specializes in designing and implementing investment portfolios for individuals, trusts, pension and profit sharing plans and IRA's. We invest primarily in U.S. & international equities, fixed income securities, and ETF's.
We realize that investors have a daunting task in selecting professionals to act as their trusted wealth advisor. Our investment objective is to deliver consistent long-term growth with income at an acceptable level of risk. We’re committed to finding our best investment ideas for client portfolios in a cost-efficient manner.
We offer a free portfolio review which will include an evaluation of your investments, diversification, asset allocation, and portfolio risks. We will also do an analysis of the fees and expenses you are currently paying. Hidden investment expenses can have a significant long-term negative impact on your investment returns. Our experienced advisors can often reduce investment fees while creating a high-quality investment portfolio. We can work with you directly via phone call, email, or in person.