Properties (72)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Insurance_Company
|
| gptkbp:has |
gptkb:Risk_Management_Solutions
gptkb:Certified_Financial_Planners Financial Advisors Investment Research Financial Models Market Insights Investment Solutions Client Education Programs Compliance Programs Client Testimonials Market Analysis Tools Client Relationship Managers Investment Committees Client Satisfaction Surveys Investment Policy Statements Client Feedback Mechanisms Client Onboarding Process Client Retention Strategies Investment Guidelines Investment Performance Metrics Online Client Portal Investment Objectives Investment_Strategies Financial_Software_Solutions Succession_Planning_Services Wealth_Management_Advisors |
| https://www.w3.org/2000/01/rdf-schema#label |
LMN Wealth Management
|
| gptkbp:isActiveIn |
Community Engagement
|
| gptkbp:isAssociatedWith |
Financial Institutions
|
| gptkbp:isDedicatedTo |
Client Success
|
| gptkbp:isEngagedIn |
Client Advocacy
|
| gptkbp:isFocusedOn |
Long-Term Growth
Client Goals |
| gptkbp:isInvolvedIn |
Philanthropy
|
| gptkbp:isKnownFor |
Transparency
Personalized_Service Holistic_Approach |
| gptkbp:isLocatedIn |
gptkb:New_York
|
| gptkbp:isPartOf |
gptkb:Financial_Services_Industry
|
| gptkbp:isRecognizedBy |
Industry Awards
|
| gptkbp:isRecognizedFor |
gptkb:SEC
Client Service Excellence |
| gptkbp:isSupportedBy |
Research Team
Technology Solutions |
| gptkbp:offers |
Investment Education
Alternative Investments Retirement Planning Services Financial Risk Assessment Charitable Giving Strategies Financial Coaching Financial Literacy Workshops Socially Responsible Investing Estate_Planning_Services Financial_Planning_Tools Insurance_Services Investment_Advisory_Services Tax_Planning_Services Financial_Planning_Services Wealth_Transfer_Strategies Debt_Management_Services |
| gptkbp:provides |
Financial Analysis
Market Research Cash Flow Analysis Investment Performance Reporting Retirement Income Planning Portfolio_Management Wealth_Management_Strategies |
| gptkbp:serves |
Businesses
Individuals Families |
| gptkbp:wasFoundedIn |
2010
|