Lattice Capital Management

The decision makers in Lattice Capital Management are Fariba Ronnasi, Jim Konte, John Obrien, etc. Click to Find Lattice Capital Management decision makers emails.

Lattice Capital Management provides a range of financial services including investment management, financial planning, and risk management. They specialize in creating customized investment strategies tailored to individual client needs, focusing on both short-term and long-term financial goals.

Lattice Capital Management serves a diverse array of industries, including technology, healthcare, real estate, and manufacturing. Their expertise allows them to understand the unique financial challenges and opportunities within each sector, enabling them to provide tailored solutions.

Lattice Capital Management employs a disciplined investment philosophy that combines fundamental analysis with quantitative research. They focus on risk-adjusted returns and utilize a diversified portfolio approach to mitigate risks while seeking to maximize returns for their clients.

Yes, Lattice Capital Management offers comprehensive retirement planning services. Their team works closely with clients to assess their current financial situation, set retirement goals, and develop a strategic plan that includes investment strategies, tax considerations, and income projections to ensure a secure retirement.

To become a client of Lattice Capital Management, interested individuals or organizations can start by scheduling an initial consultation. During this meeting, the team will discuss your financial goals, assess your current financial situation, and outline how their services can meet your needs. Following this, a tailored proposal will be provided.

Yes, Lattice Capital Management offers specialized services for institutional investors, including pension funds, endowments, and foundations. They provide customized investment solutions, risk management strategies, and performance reporting tailored to the unique needs of institutional clients.