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LionsGate Advisors

LionsGate Advisors

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Our Process

For all but the most financially sophisticated, entrusting one’s financial future to a wealth management company can be worrying and intimidating. That’s why LionsGate Advisors has a process based on education, communication and the intelligent use of technology; every step of the way, you are presented with information and an analytic framework to make these important decisions, and when those decisions have been made, you have the technology to move forward easily and securely. Here’s how our process works:

⦾ Step 1 – Why Change What You’re Doing Now?

In this step, we help you see your complete financial picture, based on the documentation you upload into a secure portal. We can determine whether your investment management has performed well against same-class competitors. And you tell us your financial goals so that together, we can determine whether you’re on track to achieve them. If so, we tell you that. If not, we move to Step 2.

⦾ Step 2 – How and When Should Your Strategy Change?

In this step, we work together to determine the most appropriate strategies for getting your finances on track to achieve your goals, taking into consideration your lifestyle, timeline, cash flow and risk tolerance. In our fiduciary role, we also help you identify the best window of time for moving forward with your chosen strategy. That brings us to Step 3.

⦾ Step 3 – Why Change with LionsGate?

In this step, we show you how our specialized services and preferred-status relationships offer you access to strategies and products that, as a package, are not available anywhere else. Equipped with this new level of education about your finances and our expertise, you make your choices and we move to Step 4.

⦾ Step 4 – Implementation and Measurement

In this step, the necessary forms are filled out and submitted (usually electronically), your plans are brought to life, and you join our family of LionsGate clients. On a regularly-scheduled basis, we provide you with updated information on how well your strategies are working toward achieving your goals, as well as information regarding the latest trustworthy products, services or strategies that may provide further appropriate help toward achieving, enjoying and sustaining the lifestyle your hard work has opened up for you.

Schedule an appointment with one of our Advisors
Jonathan Krueger
Jason Ingram
Mark Ralfs

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Contact us

314.222.2788 Office Main
314.222.2791 Fax [email protected]

Chesterfield

14755 N. Outer 40 Road
Suite 514
Chesterfield, MO 63017
314.222.2788 Office Main
314.222.2791 Fax

Columbia

303 N. Stadium Blvd.
2nd Floor
Columbia, MO 65203
573.234.5508 Columbia Office
314.222.2788 Office Main

Investment Advisory Services offered through Lion Street Advisors, LLC., a Registered Investment Advisor. LionsGate Advisors does not provide legal or tax advice.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact LionsGate Advisors at (314) 222-2788 or email [email protected] .


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  • Home
  • Our Specialized Services
    • Wealth Management and Financial Planning
    • Family Office Design and Administration
  • Who We Are
    • Our DNA
    • Careers
  • Educational Resources
    • Adult Education
    • Upcoming Events
    • Download Our Book
  • Contact Us
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