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Advice that works.

We use 25-plus years of experience in financial and capital markets to deliver a service that is of a caliber usually enjoyed only by large corporations and institutional investors.
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Your best interests.

Our working relationships with our clients are truly partnership based, and resolve around two core principles. We work for you and we work with you.
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A focused approach.

At Lucas & Associates, LLC, we use a four-step process to identify, resolve, and continuously manage our clients’ risk.
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Creating a path for growth and success

Lucas & Associates, LLCs clients come from a variety of industries, but all with one or more of the following risk issues:

  • Derivative counterparty credit risk.
  • Foreign currency and /or interest rate exposure due to international sales or purchases.
  • Investments with exposure to currency, commodity and/or interest rate fluctuations.
  • Floating rate debt that leaves them vulnerable to fluctuating interest rates.
  • Plans to expand into overseas markets that will require the use of a floating rate instrument.

About us

Lucas & Associates, LLC is an independent risk management advisor that specializes in helping corporations, funds and
private equity firms in North America manage their foreign exchange, commodity, credit and interest rate risks, effectively and efficiently.

We use 25-plus years of experience in financial and capital markets to deliver a service that is of a caliber usually enjoyed by large corporations and institutional investors. In particular, we strive to give our clients the time and attention they deserve…and to deliver FX, commodity, credit and interest rate solutions at prices and terms they don’t often see. We work at our clients’ side—and are on their side—every step of the way.

A FOCUSED PROCESS, LEADING TO WELL-INFORMED DECISIONS.
At Lucas & Associates, LLC, we use a four-step process to identify, resolve, and continuously manage our clients’ foreign exchange, commodity, credit and interest rate risks.

  • 📈

    Identification

    We work closely with our clients’ finance professionals to identify the flows at risk, measure them precisely, and help them decide the level of protection that best serves their needs.

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    Education

    We educate our clients’ finance professionals on the different product solutions (hedges) available to mitigate their risks, how they work and which is the best solution for the client’s current risk exposure. Our goal is to ensure our clients have the necessary information and knowledge to make well-informed hedging decisions both now and in the future.

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    Implementation

    We advise on the timing of the hedging solution and on the pricing of the hedging transaction, to ensure optimal value for our client. Our knowledge and experience in financial and capital markets, and in particular the pricing of hedging instruments, means we are better equipped to help negotiate the best solution—and hence, save them money.

  • Continuation

    Managing foreign exchange, credit, commodity and interest rate risk effectively and efficiently is a continuous process. The solution chosen today is right for now, but changing market conditions or changes within a client’s business or industry may make it an obsolete or inefficient strategy in months to come. That’s why we continuously update and advise our clients on the effectiveness of their hedging strategy.

A Partnership grounded in our client’s best interests.

Our working relationships with our clients are truly partnership based, and revolve around two core principles.

  • We work for you.
    We are singularly focused on finding the best solution for our client’s risk exposures and negotiating the best deal to mitigate those risks. As an independent advisor, we have no vested interest in recommending one solution or one financial deal over another. We take no fees from brokers or banks. For us, there is only one right answer—and that is what is best for our client.
  • We work with you.
    We work side-by-side with our client’s finance professional or finance team every step of the way—from identifying and quantifying the risk flows, putting a suitable risk management strategy in place, assisting in the actual transactions, to updating and advising them on changing markets and how that impacts their strategy.
© Copyright 2017- Lucas & Associates, LLC