Independent, Global, and Client – Driven
Founded by Robert Levitt, the firm is completely independent and provides client driven service. It focus exclusively on private wealth clients with a $3 million (€2 million) minimum.
In addition to Robert Levitt as the chief investment officer, the firm employs highly regarded investment analysts from around the world with global investment experience. Their research and knowledge of particular industries and companies is considered by Mr. Levitt, who makes the final investment decisions. LCM has a staff of highly skilled and experienced professionals to personally service clients on a day to day basis and address any financial needs that arise.
Levitt Capital Management, LLC, is a trusted wealth manager for families in the United States and abroad who rely on its wealth management expertise and exceptional client service. It offers its clients’ boutique attention that families expect and acts as a wealth manager, rather than as a pure money manager, as it makes asset allocation decisions. Its portfolios include both cash flow investments and other assets where it can expect capital appreciation.
The company is headquartered in Boca Raton, Florida and is a boutique wealth manager dedicated exclusively to offering discretionary investment management and cross border wealth management in the United States and Switzerland. The firm is regulated by the US Securities and Exchange Commission and various offshore regulatory agencies. LCM also offers onshore and offshore (Cayman Island) limited partnerships through various affiliated companies. LCM also maintains an affiliated offshore firm Levitt Capital Management (BVI) Corp. in Tortula, British Virgin Islands, strictly for non-U.S. clients.