Independent. Disciplined. Patient. Principled. Private.
Lazari Capital Management Inc. is built on a solid foundation of excellent service and in-depth market knowledge. We use a Contrarian Value Strategy with a large emphasis on dividend and interest income. We achieve this strategy through stocks, bonds, mutual funds, exchange traded funds, and options.
Our focus is on undervalued companies that have strong fundamentals, low price-to-earnings, and above market dividends. Dividends and interest income perform as defensive characteristics for a portfolio during down markets, providing a measure of safety during economic uncertainty. Through our strategy and specialty of investments, we are able to customize effective investment portfolios to help our clients achieve their financial goals.
Services
Financial Planning
Your customized financial plan and investment portfolio must grow with your life's changing circumstances. Your life is not static - it is always changing. Your goals, needs, wants, and wishes change. We provide you with a digital, dynamic financial plan through an on-line wealth organizer.
Learn MoreInvestment Management
As your trusted advisor, our job is to help you address the complexities of today's marketplace with professional guidance, a disciplined process, proper resources and unceasing vigilance. It is our privilege to offer you this kind of service because in your busy life, you have better things to do than spending the kind of time it takes to keep up with the markets.
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