LPA Strategic Capital
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About this Advisor
Andrew Greenberg is a financial advisor with LPA Strategic Capital, a firm located in Freehold, New Jersey. A graduate of the Wharton School of Business, Greenberg has more than 20 years of experience in the finance industry and holds Series 7 and Series 66 licenses. Though he provides assistance across the full spectrum of advisory services, he has two primary areas of focus: investment advice guided by a proven, analytical and risk-controlled portfolio construction process, and a multi-strategy framework for enabling safe and reliable retirement income for clients.
Greenberg says that he strives to deliver comprehensive wealth management solutions based on a client’s financial and personal circumstances and goals. He says he takes a holistic and evidence-based approach that combines an individual client’s goals with proven portfolio construction processes to produce goals-based outcomes. The most common investor mistakes he sees are emotional decision-making, holding too much cash and a lack of diversification. Greenberg manages risk in his clients’ portfolios through through three primary portfolio design methods: enhanced diversification, defensive factor allocations and tactical management.
Greenberg specializes in working with individuals and families, as well as retirees. He primarily serves investors in New York and Philadelphia. He does not require a minimum amount of assets for his services. A fee-based advisor, Greenberg generally charges his clients a fee based upon assets under management that ranges from 0.50% to 1.50%.
Outside of the office, Greenberg volunteers with the Englishtown-Manalapan First Aid Squad and with the Manalapan Lacrosse Club. He lives in Manalapan, New Jersey with his wife and three children.
Certifications and Registrations
Years of Experience
Advisor Certifications and Licenses
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Investment Advisory Services
- Retirement Planning
Andrew Greenberg Work History
Andrew has 2 years of experience.
LPA Strategic Capital
Prime Trading Ltd.
Andrew has no disclosures.
Please visit his SEC profile for more details.