L & S Advisors Inc.
L&S Advisors, Inc. is a privately-owned investment adviser headquartered in Los Angeles, California. Originally founded in 1979, the firm was reformed in 2006 by majority shareholders Sy Lippman and Ralph R. Scott and registered with the SEC. As of October 2024, the firm has approximately 15 employees, all focused on investment management, and serves high-net-worth individuals, other individuals, charitable organizations, and corporations. L&S Advisors provides discretionary portfolio management and is recognized for its fiduciary duty to clients, acting with a duty of care and loyalty, and emphasizing full and fair disclosure of conflicts of interest.
Investment Strategy
L&S Advisors provides continuous, discretionary investment management with a focus on aligning investment selections to each client’s objectives. The firm structures portfolios according to client risk tolerance, investment objectives, and other specified needs, utilizing in-depth market and sector analyses. L&S typically employs active management strategies across equities and other asset classes, aiming for best execution and thorough oversight. The firm is committed to acting in its clients' best interests, with an emphasis on transparency regarding potential conflicts of interest and maintaining individualized, client-centric portfolio oversight.
Top Holdings
Equity Positions (195)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF | 3.47% | $35.0M | 56,656 | $568.61 | $617.85 | +$18.5M |
N NVDA | NVIDIA CORP | 2.65% | $26.8M | 169,370 | $52.00 | $157.99 | +$9.3M |
A AAPL | APPLE INC | 2.45% | $24.8M | 120,848 | $101.17 | $205.17 | +$296.1K |
S SOXX | ISHARES SEMICONDUCTOR ETF | 2.34% | $23.7M | 99,199 | $238.70 | $238.70 | +$23.7M |
M MSFT | MICROSOFT CORPORATION | 2.33% | $23.5M | 47,230 | $269.39 | $497.41 | +$8.4M |