Stuart E. LucasCo-Managing Partner
Rodney L. GoldsteinCo-Managing Partner
Susan K. LucasPartner
Susan K. LucasClient Partner, Chief Compliance Officer &Chief Operating Officer
Our approach has stood the test of time. We serve a carefully chosen group of like-minded families, still including our founder’s.
We focus on long-term investment value creation: the return that actually accrues to a client, net of all forms of friction, not just the headline investment returns.
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