Lazari Capital Management, Inc.
Overview
Lazari Capital Management, Inc. is a boutique Registered Investment Advisory firm based in Woodland Hills, California, specializing in personalized wealth management and financial planning services. The firm focuses on constructing client portfolios consisting of 'best ideas,' providing advice on individual stocks, bonds, separately managed accounts, mutual funds, and ETFs. They also recommend alternative investments such as real estate, oil and gas, equipment leasing, and business development companies. The firm's investment philosophy emphasizes a contrarian value strategy with a large emphasis on dividend and interest income, seeking investments in strong companies that pay dividends and may be out of favor or experiencing poor investor sentiment at a particular time. Lazari Capital Management is committed to managing risk by focusing on the preservation of capital and investing with a margin of safety, being proactive in sheltering client portfolios during bear markets and empowering them during bull markets. The firm is led by Michael Lazari Karapetian, who has over 25 years of investment management experience as a value contrarian money manager, with a large emphasis on dividend and interest income. He is also a former registered sports agent, having primarily represented NBA talent. Prior to founding Lazari Capital Management in 2003, Michael was a money manager for Bank of America Investments, where he established model portfolios for high-net-worth individuals and corporations. He holds a Bachelor of Arts degree in Business Management/Finance from Moravian College in Bethlehem, PA, and currently serves on the Board of Trustees for Moravian College and Merlin Tuttle's Bat Conservation. In his personal time, Michael champions philanthropic causes by serving the communities that he has lived and worked in, including charitable work for the Hawk Mountain Sanctuary in Kempton, Pennsylvania, Bat Conservation International (BCI) in Austin, Texas, and the Acopian Bog Turtle Preserve in Southeastern Pennsylvania. He has also contributed to the preservation of bears and gray wolves.
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Unlock full contacts →Frequently asked questions about Lazari Capital Management, Inc.
What sectors does Lazari Capital Management, Inc. invest in?
Lazari Capital Management, Inc. invests in Financial Services and Real Estate, and is based in Canoga Park, United States. Lazari Capital Management, Inc. is listed as a private investment firm in the ConnectSafely investor database.
What stage does Lazari Capital Management, Inc. invest at?
Lazari Capital Management, Inc. backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed.
Which regions does Lazari Capital Management, Inc. invest in?
Lazari Capital Management, Inc. invests across United States.
Who are the partners at Lazari Capital Management, Inc.?
Team members listed for Lazari Capital Management, Inc. include Michael Lazari Karapetian (President / CIO) and Rajiv K. Shah (Managing Director / Head Trader).
How do I contact Lazari Capital Management, Inc.?
Lazari Capital Management, Inc.'s contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
