20+
Years
of industry
experience
LPIM designs portfolio and investment strategies, evaluates opportunities, and stewards the entire investment process – delivering investment leadership without requiring the client to build a full in-house team.
LPIM is a boutique, fee-only firm with no product sales, no AUM targets, and no third-party incentives. The advice is independent. The relationship is personal. Each engagement receives tailored attention and full strategic oversight.
LPIM operates on a fee-only retainer basis, with no commissions or product-driven incentives. We believe that this structure ensures that all advice is unbiased and aligned exclusively with the client’s best interests. As a registered investment adviser with the SEC, LPIM has a fiduciary duty to act with loyalty and care, and puts its clients’ interests before its own.
With over two decades of experience managing family office portfolios, LPIM has built a deep, reliable network spanning virtually every asset class. The firm works with both institutional and niche managers, giving clients access to unique opportunities that are often unavailable through traditional channels.
LPIM deliberately serves a small number of clients to ensure each relationship receives full attention. Portfolios are tailored to reflect each client’s goals, constraints, and passions. LPIM focuses exclusively on investment management—working alongside the client’s tax, legal, and estate advisors as needed.
LPIM offers structure but accommodates each clients unique needs. LPIM complements – not replaces – clients’ existing manager relationships, enhancing what’s already working.
Every engagement begins with an in-depth conversation to understand the client’s goals, risk appetite, liquidity needs, and specific interests. This is not a one-time event – it is a continuing dialogue as circumstances change.
Based on Discovery, LPIM designs an allocation strategy to reflect the client’s priorities. Diversification is a central principle – not as a buzzword, but as a way to reduce fragility and preserve wealth across market cycles.
Strategy becomes action through phased investment pacing. LPIM staggers capital commitments to reduce timing risk and maintain flexibility.
LPIM sources and evaluates a wide range of managers—large and niche—using its extensive network. The firm acts as a discreet third-party evaluator for client-sourced opportunities and can pool commitments to access better terms.
LPIM applies a consistent diligence framework across asset classes. The process evaluates not only track records, fees, and risks, but also the fit of each opportunity within the client’s overall strategy—not just in isolation.
LPIM treats every investment as a long-term partnership. Monitoring includes regular manager reviews, continuous performance oversight, and proactive communication when material developments arise.
Alan is the founder of LPIM and has managed family office portfolios for more than twenty years. He brings deep experience across all major asset classes, including public equity, private equity, credit, venture capital, real estate, energy, and hedge funds.
He has allocated to both large institutional platforms and smaller entrepreneurial managers; invested through independent sponsors; made direct investments in private companies; and participated in private credit transactions. His long-standing network of family offices, fund managers, and deal sponsors often reveals investment opportunities unavailable to most investors.
Alan holds a B.A. from Washington & Lee and both a J.D. and M.B.A. from the University of Texas at Austin. Alan and his wife, Kacy, have been married almost thirty years and have two wonderful daughters.
