Liam, Sachwell & Galahad (LSG); A Financial Services Provider

Founded by the trio of Liam Robert, Larry Sachwell, and Goub Galahad, with the technical expertise of Barbara Hugh, Novick Frater, Schlosstein Keith, and Francis Anderson to provide institutional clients with asset management services from a risk management perspective.

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 of 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 the 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 the 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.

The story of what made the founders decide they need a company like LSG

 After being in the financial industry for years as a hedge fund the founders had a question brewing in their minds. The question was “how come only a small number of people have access to the best financial tools, what about everyone else? The founders then opened to provide financial solutions to everyone. The founders bonded over a common belief, the founders believe access to financial freedom is a human right. They set out to democratize wealth by giving the financial tools of the rich to everyone thus; the company’s focus is to make sure everyone has the ability to exercise that right. Financial freedom means you have 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. We do that by making simple, sophisticated, and affordable financial products. And make sure they’re available to everyone.

What is the main aim of the company?

 our company aims at helping millennials invest their funds in a globally diversified portfolio of low-cost index funds, and 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 investment management. Millennial investors are now able to access investment services that up until now were only available to the super-rich. Our investment systems do the work that before now, investors found was too time-consuming and tedious to do on their own. LSG is backed by a team of world-class financial experts and the best technology talent. Our Investment Advisory Committee is recognized as thought leaders in the investment community. They play an advisory role in the LSG investment management process and serve as a sounding board for LSG’s management team. As a company, our goal is to build the world’s most human-friendly financial company

What are other goals the company hopes to achieve?

Our goal is to help everyone achieve financial freedom, no matter who they are or how much they have. We’re reimagining what it means to manage your money by making simple, smart, and affordable financial products for everyone. Backed by some of the biggest financial firms and tech investors, we’ve received $375M+ in investments. We’re a “unicorn” now and growing faster than ever. Our teams of over 600 employees work collaboratively to build the best possible experience for our clients, and then make it even better — we ship fast, then improve it. Everyone is a maker and an owner: that means no layer of bureaucracy or red tape, and rigorously prioritizing to avoid meeting-packed days. We even have a dedicated meeting-free day each week, so everyone has the time to think, create and innovate, without interruptions.