At Lucien, Stirling & Gray our mission is simple: to provide, thoughtful, deeply-personalized financial advice, portfolio design, and asset management services to prudent, long-term investors - enabling them to maximize their personal opportunities and minimize their financial concerns.

Each of our clients has unique and changing needs. We specialize in working with people who know that wealth is not just about money. Our role is to get to know you well, and to help you manage your investments and financial affairs in a way that complements all the important aspects of your life - providing you with peace of mind, security, and the independence to do the things that are most important to you.

As an independent, fee-based Registered Investment Advisor, we do not market products and we do not accept commissions. We work directly for you, we are compensated directly by you, and our success is directly related to yours.

Our clients are established professionals, retirees, and business owners who are successful, prudent investors with a minimum portfolio size of $100,000. All of our clients have one thing in common: they want unbiased advice from experienced professionals. They look to us to provide thoughtful, long-range strategic planning, prudent portfolio management, and real growth of their assets after taxes and inflation. They have worked hard throughout their careers and look to us to provide the solid financial counsel that enables them to focus on the more important aspects of their lives.

Our Approach

Because we wish to limit our clientele only to those with whom we can work most effectively, we believe in entering professional relationships slowly and carefully. We never do business with anyone without getting to know them first, and we do not charge for our initial meeting.

Our team of professionals has been put together with a specific eye towards bringing together a group of people with unique talents and varied professional expertise, coupled with a common belief that through teamwork, cooperation, and the open exchange of ideas we can bring our clients a truly unique and valuable resource.

When you work with us you may be assured that you benefit from a combination of talents put together to provide you with excellent advice for your personal situation.

Our Services

Long-range Financial Planning This may include retirement planning, estate planning, college funding, risk management, and other more specific issues. We assist you in determining exactly where you are now, where you most want to be, and what specific steps it will take to get you there in the most effective manner possible. We concentrate on helping clients to identify and achieve meaningful goals, rather than superficial financial objectives. Crafting a plan is a deeply personal process. It calls for patience, subtlety, and an appreciation that each of us is unique, with different dreams, goals and fears. Your personal values and beliefs are every bit as important to us as your particular investment objectives.

Asset Management We provide attentive, fee-only asset management services for portfolios of $100,000 or more. Unlike many firms that farm-out their asset management to remote, faceless managers, our expertise is here. Our clients have direct access to all decision makers, and are encouraged to make use of that access. We provide specialized portfolio management for unique objectives, as well as a number of model portfolios designed around common objectives or a common retirement plan such as University of Texas Optional Retirement Plan or the St. Edwards University 403(b) Plan.

On-going Advice Life is fluid. It changes course in unpredictable ways. Events such as marriage, divorce, the birth of children and grandchildren, career changes, retirement, and death affect us all. Solid, caring, financial advice can make anticipating and adjusting to these changes much easier, because the most successful planning involves regular review and periodic adjustments. The lifetime process of building, protecting, growing, enjoying and passing on wealth, in all its forms, is what we are about. We value long-term relationships, and we work with clients who share in that belief.

What We Provide...

Independence

Lucien, Stirling & Gray Advisory Group, Inc. is an independent, Austin-owned firm registered under the Investment Advisors Act of 1940. The firm offers fee-based Financial Planning Services, Asset Management Services and Corporate Retirement Plan consultation for individuals, corporations, trusts, and foundations.

Objective Advice

Our Team of talented, experienced advisors possesses a tremendous combination of professional expertise and specialized training, balanced with the unified conviction that by putting our clients first, everything else follows. Put succinctly, when our clients prosper, we prosper.

Personal Attention

We specialize in working with clients who value the deeply personal approach we take to the planning and asset management process, and who believe in the importance of having a long-term relationship with a trusted advisor.

For more information about our firm, our people and our services please call us at (512) 458-2517 or contact us via e-mail at info@lsggroup.com to schedule an appointment.