Our Mission

Continue to deliver on our promise of helping sophisticated individual and institutional investors reach their financial goals and/or meet their future obligations.

A GLIMPSE INTO OUR RESULTS

3.4%

L.R.L. Capital’s
3-Year Average Annualized Return

2020-2022

7.7%

S&P 500 INDEX*
3-Year Average Annualized Return

2020-2022

3.1%

L.R.L. Capital’s Q2 2023 Return

as of 6/30/2023

8.3%

S&P 500 Index* Q2 2023 Return

as of 6/30/2023

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*Per CNBC. Source: cnbc.com/quotes/.SPX