Liam, Sachwell and Galahad better known as “LSG” is a Financial Services, Asset Management & Portfolio Management firm, with its headquarters in the British Virgin Islands and branches in Brazil and Singapore.
Founded in 2005 by three friends, Liam, Sachwell & Galahad as a privately held equity firm, it metamorphosed into a member only privately held investment group in 2010, and opened up to semi-private investors in 2013.
According to the CEO, Jordan Adler, the company aims at helping millennials invest their funds in a globally diversified portfolio of low-cost index funds. “Our cutting-edge technology helps them set up their investment portfolios in order to maximize returns and manage their money without the trouble of high fees from traditional investments management” he said. He went on to explain that millennial investors are now able to access investment services that up until now were only available to an exclusive group made up of the super rich. He said their investment systems do the work that before now, investors found too time consuming and tedious to do on their own.
LSG is backed by a team of world-class financial experts, and technological talent while making use of the best financial solutions applications. With an investment Advisory Committee made up of recognized leaders of thought in the investment community. They play an advisory role in LSG investment management process and serve as a sounding board for LSG’s management team.
As a company LSG’s goal is to build the world’s most human friendly financial company. “We hope to help our clients achieve financial freedom, no matter who they are or how much they have” Liam said. According to Galahad, LSG is reimagining what it means to manage money and investments by making simple, smart and affordable financial products for everyone.
LSG is backed by some of the biggest financial firms and tech investors, and have received over $375M in investments. “We’re a “unicorn” now and growing faster than ever” says Sachwell. “Our team of over 600 employees work collaboratively to build the best possible experience for our clientele” says CEO Jordan Adler. He further stated that everyone is a maker and an owner: that means no layer of bureaucracy or red tape, and rigorously prioritizing to avoid meeting-packed days. “Our business model leaves a dedicated meeting-free day each week, so everyone has the time to think, create and innovate, without interruptions” Adler stated.
After years of being in the financial industry as a hedge fund, Liam, Sachwell and Galahad decided it was unfair that only a select few had access to the best financial tools, they wondered about everyone else. And so LSG was founded to provide financial solutions to everyone irrespective of your pocket or how much you had to invest. The 3 founders bonded over a common vision; the belief that access to financial freedom is a human right, they set out to democratize wealth by giving the financial tools of the rich to everyone.
As an investment platform, LSG’s motive is to make sure everyone has the ability to exercise that right to financial freedom. “This means having and exercising the power to control your financial destiny, to do the work you love, to provide for your loved ones, and to invest in your community and our job is to help you make this happen” says Jordan.
LSG plans to open up offices in every major financial capital in the next 5 years.