Fund profile
Lewis Trust Group
London, United Kingdom
Leading
About
LTG Capital, founded in 2003 and headquartered in Newton, Massachusetts, is an SEC-registered investment advisor and wealth management firm. The company focuses on providing personalized financial advisory services to individuals, businesses, and institutions. Led by founder Ariel Acuña, LTG Capital takes a client-centric approach, offering customized solutions that prioritize long-term growth and financial security. The firm is known for its expertise in portfolio management, retirement planning, and wealth-building strategies, helping clients navigate complex financial landscapes while maintaining a disciplined, commission-free service model. LTG Capital’s investment philosophy centers on strategies like The Aqueduct Strategy, which leverages market downturns through disciplined use of ETFs to amplify recovery gains. This strategy has garnered a strong track record, offering consistent returns over more than a decade. LTG Capital’s investment portfolio spans across equities, fixed income, and alternative assets, catering to a diverse range of financial needs. With assets under management exceeding $100 billion, LTG Capital is recognized for its robust portfolio management and compliance practices, overseen by a dedicated team that includes Kathleen Cox, Director of Operations. LTG continues to build its reputation for integrity and transparency, serving clients with a commitment to fiduciary responsibility and long-term wealth creation. The firm's personalized, commission-free approach sets it apart from traditional Wall Street institutions, ensuring that client interests remain at the forefront of every decision.
Details
Highlights
$18M
Historical max check
May 2017
Last investment date
Contacts