Lederer & Associates Investment Counsel has been managing equity, fixed-income, and balanced portfolios since 1986. The firm has served individual and institutional investors for more than a quarter of a century. We manage accounts for individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans, including self-directed 401(k)s, IRAs, and IRA Rollovers. L&A also has ten years of experience in handling large institutional portfolios such as Taft-Hartley plans.
Our mission is to create lifelong relationships with every client by earning the role as your trusted investment adviser. All portfolios are managed separately and tailored based on your goals and objectives. The assets are held in your name by an independent custodian. The firm is not affiliated with any bank, broker-dealer, or mutual fund company. We do not sell products nor earn commissions. Our only revenues are management fees that are fully disclosed. These fees increase or decrease commensurate with changes in the market value of your portfolio, which aligns our interests with yours.
We invite you to learn more about our philosophy and process, asset allocation, equity strategies, fixed income, and team.
Please contact us if you are interested in our services.
