As an independent, privately owned, fee only Registered Investment Advisory firm; we tailor all that we do to the goals of our clients within their individual risk tolerance parameters. We provide individuals, corporations and trusts with actively managed accounts that are specifically designed to achieve each clients unique financial goals. We use a repeatable process which helps clients to navigate the ever changing and complex marketplace.
Our service oriented approach addresses retirement planning, investment management, social security maximization, and wealth management goals.
Lipscomb Investment Group, LLC, formerly known as Navam Investment Advisors, was founded by Denson Lipscomb in June of 2004 in Auburn, AL. Navam Investment Advisors operated out of Denson Lipscomb’s house for 11 years. In the spring of 2015 Navam moved into a commercial office space. At that time the company was renamed Lipscomb Investment Group, LLC. Lipscomb Investment Group, LLC manages approximately $40 million and services clients in 10 states.