Based in New York and Miami, Lumida advises private clients, family offices and institutional investors on private and public investments.
We provide our clients with discretionary and non-discretionary advisory services, access to venture capital and private equity, digital assets and credit investments, all with high touch client service.
The world has changed and so has the way you need to approach investing. The era of expansionary monetary policy has come to an abrupt end. While the past was about growth, we believe the foreseeable future is about helping our clients preserve capital, enhance yield, and invest opportunistically.
We understand that the key to success in today's complex investment landscape is staying one step ahead. That's why we employ a team of experienced professionals who are dedicated to conducting thorough, ongoing research and analysis to identify the best opportunities for our clients.
Every investor is unique, with their own set of goals, concerns, and risk tolerance. We work closely with each of our clients to develop a customized plan that aligns with their needs. Whether you're looking to grow your wealth, preserve your capital, or achieve a balance of both, we have the expertise and resources to help you reach your goals.
Our personalized approach to wealth management combines the insights and experience of our seasoned professionals from Merrill Lynch, Cross River and Anchorage so you can have confidence in your financial future and focus your energy on what matters most to you.
To be the best, you need to surround yourself with the best. When you join Lumida, you join a community of like minded individuals. We call this the Lumida Tribe. We are the innovators, the entrepreneurs, and investors who seek knowledge and truth.
As a Tribe, we hunt together for ideas that help move the world forward. We host private events where you can meet and learn from other Tribe members. Join the Lumida Tribe to surround yourself with the best and brightest minds in the industry.
We created Lumida because we recognized that the world was changing — new technologies and asset classes were emerging against the backdrop of unprecedented global uncertainty — yet we were not getting the service, insight, or access we needed in this new era of investing.
We recognized that others shared our frustration and also needed a digitally native, trusted advisor who can help them preserve and create wealth. That's why we created Lumida. To help our clients invest beyond the ordinary to achieve the extraordinary.
[Text sample] Good governance isn't just about power; it's about setting a clear direction for your family's future. Good governance isn't just about power; it's about setting a clear direction for your family's future
During this call, we focus on getting a high-level understanding your unique financial situation and motivations for making a change.
During the Discovery Phase, we discuss your wealth and health objectives, challenges, and motivations.
Following the Discovery Phase, we will share a proposal that includes an asset allocation and a tailored investment policy statement.
During this call, we focus on getting a high-level understanding your unique financial situation and motivations for making a change.
During the Discovery Phase, we discuss your wealth and health objectives, challenges, and motivations.
Following the Discovery Phase, we will share a proposal that includes an asset allocation and a tailored investment policy statement.
.png)
In the intricate world of investments, Lumida empowers you to seize control, offering unparalleled access to direct indexing strategies that resonate with your financial aspirations. Direct indexing is an index investing strategy that involves directly purchasing the components of an index at the appropriate weights.
.webp)
In a world where the traditional 60/40 portfolio no longer suffices, Lumida stands as a beacon for those seeking more.
Our clients, with their insatiable thirst for knowledge and clarity, recognize the potential of niche asset classes and emerging technologies.Lumida's mission is clear: to guide you beyond the ordinary, helping you achieve the extraordinary.
With institutional-grade insights and an unwavering dedication, Lumida is more than just an investment advisor;
we're your partner in achieving financial brilliance.
Navigating the digital asset space demands finesse. Lumida's seasoned team manages, rebalances, and ensures your portfolio remains attuned to your goals.
With a plethora of digital assets available, Lumida's expertise ensures you invest in those that resonate with your financial aspirations and risk profile.
Lumida's extensive network, the Lumida Tribe, comprising financial mavens, operators, and investors, grants you access to premier early-stage venture investments in the digital realm
Stay abreast of your digital asset performance across platforms. Lumida's vigilant approach identifies potential risks and lucrative opportunities, ensuring optimal portfolio health.
In the rapidly evolving financial landscape, digital assets have emerged as a potent force, redefining the way we perceive investments. Lumida, with its forward-thinking approach, crafts bespoke portfolios in digital assets, meticulously aligning with your investment objectives, risk appetite, and liquidity needs.
In a world where the traditional 60/40 portfolio no longer suffices, Lumida stands as a beacon for those seeking more.
Our clients, with their insatiable thirst for knowledge and clarity, recognize the potential of niche asset classes and emerging technologies.Lumida's mission is clear: to guide you beyond the ordinary, helping you achieve the extraordinary.
With institutional-grade insights and an unwavering dedication, Lumida is more than just an investment advisor;
we're your partner in achieving financial brilliance.
As a fiduciary, we embody a client-first ethos.
We are not a broker-dealer like the big banks which have conflicts of interest and earn hidden fees for pushing internal products or winning investment banking mandates.
Lumida is a fee-only advisor. Our interests are aligned with yours. Our solutions are tailored to your objectives. We do not take a cookie-cutter approach prevalent in traditional wealth management.
Our investment motto is "Invest Beyond the Ordinary” which refers to our focus on Alternative Investments. Our team and advisors backgrounds have expertise in Credit Strategies, Private Equity, and Digital Assets.
We tap into a distinguished network of top-tier investment professionals, each with deep insights and leadership in their respective fields. These fields include Venture Capital, Biotechnology, and AI / Semiconductors.
Lumida takes the stress off managing your investments, giving you more time for family, hobbies, and other important things. We offer a quarterback service.
The quarterback will work with your tax advisors, estate attorneys, bookkeepers and insurance agents to give your time back and drive your agenda forward. We ensure seamless execution from K-1 collection to sub-doc handling, all while optimizing cash and liquidity management to meet your financial aspirations.
Lumida offers an extensive wealth management strategy that puts yourfinancial stability first. For you and your family, our individualized estate planning and insurance services helps secure your assets.
We collaborate closely with you to develop individual strategies that suit your values and objectives, supporting you throughout your entire financial journey. You can count on our committed staff to handle your wealth properly now and for the good of future generations.
We are a digitally native, independent investment advisor specializing in alternative investments and digital assets.
Essentially, Lumida Wealth is our response to the need for a more integrated and client-first approach in wealth management.
We're committed to putting our clients' interests first and eagerly await the opportunity to guide others on their journey to managing wealth and legacy.
Our circle of excellence is the intersection of finance and technology. We bring decades of direct operating and investing experience across private funds, hedge funds, and banks.
Our approach is centered on three pillars
We offer financial planning to balance cash flow management with investment objectives
Understanding that each individual has a unique financial path, we offer personalized guidance and strategies to navigate the complexities of personal wealth management.
For institutions, we offer strategies as robust as your foundations. We understand challenges in institutional finance and offer specialized support for DAOs/Protocols, Endowments, and Pensions.
The world of family offices is not just about managing wealth; it's about preserving a legacy.
.png)
