L & S Advisors, Inc

EST. AUM
$1,163,055,017

CONTACTS
3

CLIENT ACCOUNTS
1,095

Firm Details

Metro area Los Angeles
CRD Number 140923
Website lsadvisors.com
Client types

Overview

L&S Advisors, founded in the late 70s by Ralph "Rick" Scott and Sy Lippman, initially focused on risk management, investing in private equity partnerships to minimize clients' taxable incomes. Transitioning to risk arbitrage in the mid-80s expanded their expertise. Recognizing the industry's fixation on high returns, they prioritized downside protection, introducing a risk-focused investment style in the 90s. After being acquired by Merrill Lynch in 1997 and reverting to an independent firm in 2005, L&S continued evolving. In 2012, Jason Scott joined, initiating advancements in risk management with the introduction of L&S Risk Pulse™ and the expansion of their team. Stephen Seo, appointed President in 2023, broadened L&S's offerings with unique alternative investments. Throughout their journey, L&S remains dedicated to their mantra: "Risk Management Transcends Everything," ensuring client-centric wealth management. Offering a range of options from equity and fixed income strategies to multi-strategy blends and tailored portfolios, L&S Advisors aims to meet diverse financial objectives. Whether clients seek to kickstart savings, enhance diversification, or protect their lifestyle, L&S provides the necessary choices. Additionally, each portfolio manager boasts over 30 years of experience navigating various market conditions, instilling confidence in the firm's leadership.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

L & S Advisors, Inc

Platform Details

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