Lubin Group

The Lubin Group brings 75+ years of investment experience and skill sets to our client base of affluent individuals, corporations, foundations and endowments, pension funds and corporate retirement plans. Our focus is on limiting our clients’ investment volatility and risk while aiming to preserve capital and deliver positive returns under all market conditions.We offer to our clients a diversity of traditional investments, as well as alternative investments that span the range of specialized investment opportunities reserved for the more substantial and sophisticated high net-worth and institutional clients.

Our group does not believe that a declining market is an excuse for losing money. We have a long track record with alternative investments. Some of these types of investments include:    

•  Custom Model ETF Portfolios    
•  Private Equity/ Alternative Investments

The primary aim of recommending these types of alternative investments to our accredited investor clients is to reduce risk, enhance potential returns and minimize the correlation with equity and bond markets.

Our team has many clients in the scientific and computer science fields who rely on us to apply to their investment portfolios the same level of rigorous standards that their own work requires. We help manage and support the investment activities of many notable national charitable organizations. The Lubin Group provide families with financial solutions that help to preserve and protect their multi-generational financial wealth.

Our offices are located on the Palos Verdes Peninsula convenient to Rolling Hills, Rancho Palos Verdes, Palos Verdes Estates, Redondo Beach, Hermosa Beach, Manhattan Beach, Santa Monica and Los Angeles.

We provide our clients with the investment choices that will help them to weather volatile times, today and in the future. Contact us to find out how we may be able to help you.
Services Include
  • 401(k) Rollovers
  • Sustainable Investing1
  • Alternative Investments2
  • Estate Planning Strategies3
  • Business Planning4
  • Certificates of Deposit5
  • Fixed Income6
  • Lending Products
  • Municipal Bonds7
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Process

    Location

    609 Deep Valley Dr
    Rolling Hills Est, CA 90274
    US
    Direct:
    (310) 544-3650(310) 544-3650
    Toll-Free:
    (800) 225-2079(800) 225-2079

    Meet The Lubin Group

    About Me

    Arthur Lubin has been with the Morgan Stanley investment firm for 50 years, providing leadership, continuity and astute wealth management strategies to institutional and ultra-high net worth clients. He manages the investment activities of many notable charitable organizations, educational institutions, and has shepherded the finances of several generations in the same family accounts, a testament to the strength of the professional relationships that he builds and maintains. He focuses on equity research, portfolio hedging strategies and new business planning development.

    As founder of the Lubin Group at Morgan Stanley, Arthur offers overall strategic investment focus to the portfolios of the Group’s clients.  He has a long track record with alternative investments.  Some of these types of investments include:

         •  Private Equity/ Alternative Investments
         •  Custom Model ETF Portfolios

    His primary focus in recommending alternative investments to accredited investor clients is to reduce risk, enhance potential returns and minimize the correlation with equity and bond markets.

    Arthur earned a B.A. degree in economics from the University of Southern California. He did additional graduate work at USC, obtaining a certificate in business education. Arthur is a founder of Webalo Inc. (A software solutions company) as well as a long-standing member of the prestigious President’s Club at Morgan Stanley for 36 years. He is also a veteran of the U.S. Air Force Reserves. His charitable donations include being a member of the Legacy of Hope Society, channeling funds towards diabetes research.
    Securities Agent: CA, WA, SC, OR, NY, NV, NE, MO, IL, GA, FL, CO, AZ, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
    NMLS#: 1262280

    About Me

    For the past 19 years, Todd Lubin has helped clients with a wide range of financial needs, including retirement planning, fixed income asset portfolios, and access to small business lending services. His comprehensive background in national banking and mutual fund institutions gives him a unique understanding of the complexity facing small businesses and high net worth individuals and families.

    Todd’s primary focus in recommending alternative investments to accredited investor clients is to reduce risk, enhance returns and minimize the correlation with equity and bond markets.

    Many of Todd’s clients seek him out while going through important life transitions, such as divorce, death of a spouse, or a career change. His broad background in Financial Services allows him to offer guidance to individuals and small businesses beyond the traditional range of investments. 

    In particular, Todd’s background in traditional banking endows him with a deep understanding of commercial lending. He enjoys helping clients solve problems in unique ways around issues of personal and commercial financial real estate needs.

    Todd has a Bachelor’s Degree in Business and Political Science from the W.P. Carrey School of Business at Arizona State University. He is the Founder and Lead Organizer of the 15,800+ member Santa Monica Hiking Club.  Todd is the Treasurer of Ner Tamid Temple Men’s Club in Palos Verdes.  Todd lives with his wife Andrea and baby Hannah in Rolling Hills Estates.
    Securities Agent: CA, WA, SC, OR, NY, NV, NE, MO, IL, GA, FL, CO, AZ, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1261908

    About Me

    Dixie is a native of Chicago, IL.  She has a Bachelor of Science from the University of Illinois at Urbana-Champaign with a concentration in Spanish from the Universitat de Barcelona, Spain.  Dixie has 15 years of corporate experience at Fortune 50 companies with over 10 years of professional investment experience with High Net Worth clients.  She holds Series 7, 66 and 63 licenses. 

    Dixie and her family reside in Palos Verdes.  They are actively involved in the Palos Verdes 4-H, Portuguese Bend Pony Club, hiking and yacht racing.
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    Ready to start a conversation? Contact The Lubin Group today.
    Market Information Delayed 20 Minutes
    1The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

    2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    5CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

    6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    7Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

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    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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