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Overview and Management
Establishment Year
2015
Mission
To achieve higher-than-average returns while maintaining lower-than-average risk through a proprietary three-step investment process.
Values
Patience, prudence, pragmatic decision-making, transparency, and staying true to a time-tested investment research process.
Investment Roles
Direct Investor
Participant Demographics
High-net-worth individuals, single and multi-family offices, and other investment advisors.
Generational Wealth Planning
Risk Tolerance
Moderate, focusing on identifying undervalued investments with sustainable growth potential while managing risk.
References or Case Studies
Team Experience
Over 40 years of combined experience in investment management.
Notable Achievements
Project Track Record
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
SEC
Compliance History
tslosburg@lyceusgroup.com
Phone Number
(425)576-4083
Address
Redmond United States