Firm Overview

Earning investors’ trust for over three decades

LIM is an employee-owned investment management firm and a certified Women’s Business Enterprise. We assist institutional clients, family offices, and high net worth individuals in navigating market volatility by providing customized investment solutions that seek attractive risk-adjusted returns over the long term.

LIM has seen a lot since our founding in 1986 — rising and falling interest rates, inflation and deflation, government shutdowns, bulls, bears, and asset class bubbles. We have been there for clients every step of the way, guided by a deep commitment to helping each achieve their long-term investment objectives.

Since the beginning, LIM has offered domestic fixed income and alternative investment strategies to our diverse institutional client base. In response to client demand, we have expanded our product offerings over the years. Today, we manage U.S. fixed income, absolute return, alternative, U.S., international, and emerging market equity strategies.

Why LIM?


Our interests are aligned with our clients’ interests, and our employees have a deep sense of pride and accountability.

Certified Women’s Business Enterprise (WBE)

Our culture reflects a commitment to diversity that begins at the top. Since 2010, LIM has been recognized as a WBE (majority women-owned). We actively support the advancement of underrepresented groups at LIM and throughout the industry.

Seasoned investment team

Our portfolio managers and analysts average over 30 years and over 15 years of experience, respectively.

Consistent, proven approach

We have adhered to the same investment process, which seeks to deliver attractive risk-adjusted returns over each market cycle and across strategies.

in teamwork

Multiple team members are involved in managing each client portfolio, and clients have direct access to portfolio managers.

Customized investment solutions

We tailor portfolios to meet each client’s investment objectives.

Longstanding client relationships

We prioritize outstanding client service and still retain our first two institutional clients.


Employee-owned since 2005




of our Board of Managers comprised of women


of our Advisory Board comprised of underrepresented groups


Certified by the Center for Women & Enterprise as a Women’s Business Enterprise


Multiple-time winner of Informa Financial Intelligence’s PSN Top Guns Manager of the Decade awards


Received Investors Choice Award, Best Fund under $100m – Event Driven (Concentrated SPAC Fund)


Named Emerging Manager of the Year, Fixed Income, by Emerging Manager Monthly


Named one of the Top 100 Women-Led Businesses in Massachusetts

Sustainability Report

Our annual sustainability report provides insights into LIM, our firm’s history, and our “Pathways to Sustainability.”

Download the report

Get to Know LIM

Contact us to learn more about our firm and how we could serve you.