Loomis Capital Management

Loomis Capital Management excels in two core domains: Advisement and Management. In our Advisement business, we collaborate with families, individuals, and institutions currently engaged with a financial advisor. For those whose needs surpass the scope of their existing relationship, our service provides a second set of eyes on their overall wealth – akin to having a Chief Investment Officer without the need for a Family Office infrastructure. This approach enhances client confidence in their investments, optimizes estate plans, evaluates fees, and aligns portfolios with their specific wishes. In our Management Business, we take charge of complete investment portfolios. Drawing on over 55 years of cumulative expertise in asset allocation, trading, due diligence, and market strategy, we offer expert yet straightforward advice to our clients. Our clientele includes primarily Fortune 100 Families. We deliberately limit our client base to ensure focus and optimal partnership. Loomis Capital Management is the product of years of intense market study and practice, trust developed with long term clients and friends and a genuine respect for financial markets and the remarkable way in which they can alter the course of a life.