Your Guide, Your Coach, Your Fiduciary
Relativity Capital Advisors is an independent fee-only registered investment advisory firm focused on providing portfolios constructed from our top down review process to seek out superior returns while striving to reduce portfolio risk along the way. Our Primary focus of investment management is where we are skilled to make timely decisions is what we have built the foundation of our practice on; but as a fiduciary, it is our attention to detail and understanding of our role to guide our clients through the broader planning services we provide covering all of life financial decisions big and small.
Help take the stress out of financial decisions by letting Relativity Capital grow and protect your portfolio while providing timely guidance for each decision.
Family Run, Family oriented
Tommy and Jennifer Lackey bring a combined 45 years of experience across most aspects of the financial services industry. In 2016, they formed Relativity Capital Advisors in order to focus solely on serving clients as a fiduciary on a fee-only basis allowing us to work directly for our clients with no middle man to answer to.
While putting our primary focus into improving the management and performance of our clients portfolios, we also use our over two decades of financial planning experience to help guide many of them through the complex planning aspects of their life journeys. Both our portfolios and our planning are focused on our client’s agenda.
We Will Help You Every Step Of The Way
From putting your portfolio in a stronger position to walking with you through all of life’s important financial decisions, big or small, our goal is to make sure we provide the best information available to guide your journey
Services Designed For Client's needs
Relativity Capital was built specifically for those with a high net worth that warrants a greater level of service and attention. You can expect a higher sense of responsibility and more opportunity when you work with us, and we are here to guide you through whatever life’s journey may bring.
Wealth Planning & Distribution
Expert Financial Guide
Goal Specific Planning
we are here for you
As a Fiduciary we are not only required to take our clients best interest above all other, we pride ourselves on it! We are here to serve our clients in the most informed, prompt, timely fashion we can. We strive to earn your business and accolades every single day.