Frequently Asked Questions
We are your trusted partners. Our team comprises licensed and accredited professionals. As an investment advisory firm, we prioritize your success! Despite our relative youth, we are dedicated, skilled, and ambitious fiduciaries, ready to help you achieve your financial goals!
How often do you review accounts and meet with your clients?
As part of our standard services, we review our clients’ accounts at least quarterly and meet with clients on an “as needed” basis at their request. Events that trigger reviews include changes to our investment recommendations and changes to a client’s financial situation and/or investment needs.
What are your services?
We provide investment and wealth management solutions to individuals, high net worth investors, family trusts, small businesses, agricultural businesses and municipalities.
How is LCA compensated and what is the minimum relationship size?
To open and maintain an account, LCA does not have a required minimum relationship size. But persons who work with us need to have a long term view for investing and a recommended account size of $50,000.
Can you work with clients virtually?
Yes. We are fully equipped to work with clients virtually if that is your preference. Via Zoom & Microsoft Teams.
Doing Business As?
Lilith & Co. is the holding company registered in the state of MA.
Lilith Capital Advisors is the investment advisory arm of the business. The firm also goings by Lilith Capital, LCA and Lilith Cap.
Lilith Applied Sciences and Technology is the technology subdivision of our firm.
Lilith Academy is our education division focused on providing financial education to disadvantage people, such as migrants, convicts re-entering society and recovering addicts.
How do I get started?
The first step is to call us at 617-431-3404 and introduce yourself or fill out the contact form below. When you speak to one of our Wealth Managers, you will briefly discuss your situation and schedule an initial discovery meeting.
What don't we do?
We do not recommend NFT's, stocks that are thinly traded, meme stocks, alt coins, unproven startups, forex groups, fractional real estate funds, fractional art products such as Masterworks.
Our recommendations are subject to change due to ongoing research conducted by our team. We will update this list. Check this list often to see updates.
Social Media Presence?
The Our ONLY ACTIVE Social media platforms for Lilith and Co, and its subdivisions are LinkedIn, SubStack and Medium.
We do not have a Twitter (X) account, Instagram, Youtube, Rumble, Truth Social, MySpace, SnapChat, etc.
Nor do any of our employees or associates market or provide services for Lilith and Co. and its subdivisions on any of their personal social media accounts on any platform except for their verified LinkedIn accounts.
