Our Office: The America’s Cup Building

Born of a family office focused on alternative investments, LHA and its subsidiary have approximately $230 million in assets under advisement as of July 30, 2020. As a team, the professionals at LHA seek to discover and understand challenges investment advisors, institutional investors and portfolio managers face with respect to beta-rich investment products and the challenges of finding the right exposure and allocation between various markets in varying market conditions and inevitable bubbles. LHA responds to these challenges with tactical and tail-risk strategies using quantitative and human techniques.

LHA is focused on building and delivering innovative investment strategies and structures that are customized for the alpha and beta requirements of institutional investors, wealth advisors, and portfolio managers.

Code of Ethics

To review a copy of LHA’s Code of Ethics please contact the firm’s Chief Compliance Officer, Randy Carrigan.

Group picture of management
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.