Emerging and High Net Worth Individuals

The firm's approach to each client is customized and personal. Our advice is needs based, meaning that our clients are provided with advice that is timely, pertinent and actionable. We help our clients foresee and plan for a broad array of events and issues and we actively work alongside our clients when they are faced with unforeseen events. We focus our advice on the “four pillars of wealth": Investment Management, Trust and Estates, Insurance, and Taxes.

Additionally, acting as our clients' trusted advisor, our priorities ARE TO preserve capital and create tax efficiencies. As chartered Fiduciaries, we must treat our clients' money as if it were our own. We do not have proprietary products and our custody and clearing has been outsourced to large, highly rated financial institutions. Locust Capital's core- satellite investment model is fully transparent and geared to exceed benchmark returns.