Locust Capital Management

Locust Capital Management is a small investment advisory firm based in Philadelphia, Pennsylvania, with 5 to 9 employees. The company generates an estimated annual revenue of $2.5 million. Locust Capital Management specializes in providing personalized investment advice to individuals, families, and small corporations. The firm's core offering is the development of customized investment strategies tailored to each client's unique financial needs and goals. Their approach involves constructing diversified portfolios across multiple asset classes, selecting "best-of-breed" managers, and optimizing tax efficiency. Locust Capital's open architecture platform allows for independent and objective recommendations, ensuring clients receive advice aligned with their specific circumstances. Beyond traditional investment management, Locust Capital offers a holistic approach to wealth planning. They integrate various financial considerations, including wealth management, tax planning, estate and wealth transfer strategies, insurance needs, and philanthropic planning. This comprehensive approach aims to create a well-coordinated and personalized financial roadmap for clients. To learn more about Locust Capital Management's services or to discuss your investment needs, visit their website at locustcap.com.