Explore what we offer
At Lockyer Investments we believe a financial advisor's role goes beyond simple asset allocation and automated rebalancing. Our clients have told us they want more—strategic guidance to make timely, informed shifts in their portfolios. We’ve listened, and that’s exactly what we deliver. Our approach is built on actively managing your investments, ensuring every decision is made with your long-term goals in mind. While our firm’s RIA registration is pending, we are not yet offering financial advisory services.
Portfolio Management
Looking at the available investment universe, we’ll build a portfolio designed to meet your goals.
Tactical Rebalancing
We add a level of human analysis to the timing of rebalancing within your portfolio to maximize returns and reduce volatility.
Financial Planning
Whatever you’re investing for we can help you build a plan to ensure you reach your goals.
Contact us
Interested in working together? While our firm’s RIA registration is pending, we are not yet offering financial advisory services. Fill out some info and we will be in touch shortly. We can’t wait to hear from you!