Lumida is a digitally native, SEC registered investment advisor specializing in alternative investments and digital assets.
Based in New York and Miami, Lumida advises private clients, family offices and institutional investors on private and public investments.
We provide our clients with discretionary and non-discretionary advisory services, access to venture capital and private equity, digital assets and credit investments, all with high touch client service.
The world has changed. So should your investment advisor.
FOR CHANGE
The world has changed and so has the way you need to approach investing. The era of expansionary monetary policy has come to an abrupt end. While the past was about growth, we believe the foreseeable future is about helping our clients preserve capital, enhance yield, and invest opportunistically.
We understand that the key to success in today's complex investment landscape is staying one step ahead. That's why we employ a team of experienced professionals who are dedicated to conducting thorough, ongoing research and analysis to identify the best opportunities for our clients.
APPROACH
Every investor is unique, with their own set of goals, concerns, and risk tolerance. We work closely with each of our clients to develop a customized plan that aligns with their needs. Whether you're looking to grow your wealth, preserve your capital, or achieve a balance of both, we have the expertise and resources to help you reach your goals.
THINK AHEAD
Our personalized approach to wealth management combines the insights and experience of our seasoned professionals from Merrill Lynch, Cross River and Anchorage so you can have confidence in your financial future and focus your energy on what matters most to you.
Our Founding Story
We created Lumida because we recognized that the world was changing — new technologies and asset classes were emerging against the backdrop of unprecedented global uncertainty — yet we were not getting the service, insight, or access we needed in this new era of investing.
We recognized that others shared our frustration and also needed a digitally native, trusted advisor who can help them preserve and create wealth. That's why we created Lumida. To help our clients invest beyond the ordinary to achieve the extraordinary.
Join the Community: Lumida Tribe
To be the best, you need to surround yourself with the best. When you join Lumida, you join a community of like minded individuals. We call this the Lumida Tribe. We are the innovators, the entrepreneurs, and investors who seek knowledge and truth.
As a Tribe, we hunt together for ideas that help move the world forward. We host private events where you can meet and learn from other Tribe members. Join the Lumida Tribe to surround yourself with the best and brightest minds in the industry.
