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LRIMCO’s Assets Under Management Surpass $5 Million

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San Antonio, TX – October 4, 2024

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Lime Rock Investment Management Company, Inc. today announced that at the end of the third quarter (September 30, 2024) assets under management surpassed $5 million.

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Nicholas Colonna, President and CEO, said, “This is an important milestone driven by new clients and organic growth of current portfolios.  It marks an exciting new chapter in my journey as I continue to focus on helping my clients build and protect their financial futures.” 

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About Lime Rock Investment Management Company, Inc. (LRIMCO)

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LRIMCO crafts personalized active portfolios from the ground up, driven by thoughtful individual security selection to meet clients' risks and objectives.  Clients save money by working directly with an investment professional and bypassing the unnecessary fees from middlemen and sales advisors.  LRIMCO does not believe in a one size fits all approach or handing off financial objectives to AI, roboadvisers, or algorithms.  If you're looking for someone who is dedicated to your success and committed to building a strategy tailored specifically to your goals, contact LRIMCO today.

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LRIMCO is a corporation based in San Antonio, Texas and is registered as an investment adviser firm in the state of Texas.  The corporation was founded in 2023 and is operated by Nicholas Colonna, CFA.

 

For more information visit www.lrimco.com or call 1-888-GO-LRIMCO.

nicholas.colonna@lrimco.com  |   (888) GO-LRIMCO

If you have any questions about the contents of this website, please contact us at (888) GO-LRIMCO or nicholas.colonna@lrimco.com. The information on this website has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.
Lime Rock Investment Management Company, Inc. is a registered investment adviser and does not imply a certain level of skill or training.
There can be no guarantee that any objectives, risks, or constraints will be met under all market environments.  There is no guarantee that a strategy will be successful.  Any past performance is not a guarantee of future returns.
Investing involves risks and loss of principal may occur.
This material is for information purposes only and does not solicit or recommend a strategy to any person in a jurisdiction where a recommendation or solicitation would be unlawful under the laws of the relative jurisdiction.
Additional information about Lime Rock Investment Management Company, Inc. also is available on the SEC’s website at www.adviserinfo.sec.gov.

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