Founded by Adam D. Eagleston, CFA, Lockstep Investing is a boutique, independent Registered Investment Advisor (RIA) firm. The company's mission is to provide highly personalized investment management and comprehensive wealth planning services to a select group of clients. They operate on a fee-only basis, emphasizing a disciplined, long-term investment philosophy designed to align the firm's success directly with that of its clients.

Founded in

South Africa