Who We Are

Registered investment advisors oftentimes either advise individual investors or manage investment products. LHA is different, it seeks first to discover and understand the unique challenges facing institutional investors, financial advisors, and portfolio managers with respect to present-day investment products and ever-changing market conditions. Our quantitative and systematic solutions are tailored to be responsive to these challenges, seeking to create innovative collective investment funds and managed account structures or customized investment programs.

LHA is also focused on building alternative indices and delivering investment strategies that are customized for the alpha and beta requirements of institutional investors, financial advisors, and portfolio managers. Generally, "alpha" refers to the excess return of an investment relative to the return of a benchmark index, and "beta" refers to the volatility of a portfolio in comparison to the market as a whole.

Code of Ethics

To review a copy of LHA’s Code of Ethics please contact the firm’s Chief Compliance Officer, This email address is being protected from spambots. You need JavaScript enabled to view it..


Management team

LHA professionals have an average of 26 years business and investment experience, including in the related fields of portfolio management, venture capital, private equity, hedge funds, investment banking, securities law, mergers & acquisitions, and business formation & operations. This combination of experience is brought to bear in developing alternative indices and investment strategies.

We believe that managing beta is a good source of alpha.