LLInvestments Group LLC

Our mission is to help individuals and families achieve their financial goals by providing expert investments management.
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About Us

LL Investments Group LLC is an independent investment advisory firm devoted to advising and assisting the individual investors. LL Investments Group LLC is a fee-only, registered investment advisor, operating under the regulations of the State where the firm is registered to provide investment advisory service

As investment advisors, we strive to meet and exceed client’s expectations for trust, competence, and the best customer service possible.

What Makes Us Unique?


We manage portfolios that reflect our client's specific needs and are aligned with their overall financial goals.


We take the time to know and understand our clients and to tailor their portfolios to their circumstances.


We are professionals and fiduciaries. We seek the best portfolio design using the highest quality investment tools available.


We believe in sound financial principles thorough due diligence. While we always seek better ways to invest, we continue to employ sound and grounded strategies that have survived the test of time.


As a client, your assets will reside at a separate custodian. We manage your account by communicating with you and/or your custodian. You will continue to receive communications from the custodian on all activity in your accounts.


We assist in setting up the accounts with the custodian, as well as handling most administrative functions for you.


Most importantly, we track investments for tax purposes and provide concise data for tax preparation.


Communicating honest and sound financial advice with our clients is a high priority. To that end, we:

  • Are available for meetings and telephone calls at your convenience. We encourage our clients to keep in constant contact with us and welcome the opportunity to explain and answer any questions.
  • Send Quarterly Performance Reports which augment the information you receive from your custodian.
  • Our reports seek to provide quality information on your portfolio’s performance and help you understand the factors contributing to your portfolio’s results.


Fees are calculated based on the net value of the assets under management.

Why LL investments Group LLC?

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  • Independent
  • Professional
  • A Fiduciary
  • Service Oriented

LL Investments Group LLC is all of these things and more. We can help you manage your financial future.

Reach Us

2 Pear Drive
Bear, Delaware 19701

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Legal Disclosures and Terms of Use
LL Investments Group LLC intends that this web site will be viewed by U.S. persons for informational purposes only. This should not be viewed as a solicitation or offer of services in any jurisdiction in which LL Investments Group LLC is not qualified to do business. LL Investments Group LLC may only transact business in the states that it is registered, excluded or exempted from investment adviser registration requirements. Any follow-up, or individualized responses to individuals by LL Investments Group LLC or its representatives that involve either the effecting or attempting to effect the rendering of personalized investment advice for compensation, will not be made unless LL Investments Group LLC is in compliance with registration requirements or an applicable exemption or exclusion exists.

The content appearing on this web site should not be construed as a recommendation or advice on securities and users should consult with their advisors before making any investment decisions. Advice can only be rendered after all of the following conditions are met: 1) Execution of an Investment Advisory agreement between us, 2) Delivery of our Form ADV Part II to you, and 3) Payment of the investment advisory retainer fee by you to LL Investments Group LLC. The content appearing on this web site is the property of LL Investments Group LLC or its licensors, and is protected by intellectual property rights. The research, articles and commentary contained on this website are accurate as of the date published and LL Investments Group LLC disclaims responsibility for updating information. LL Investments Group LLC also disclaims responsibility for third-party content, including information accessed through hyperlinks. Users are reminded that the Internet is not a secure network and online access may be interrupted.

These Terms and Conditions may be amended by LL Investments Group LLC at its discretion.