A complete list of active advisors currently associated with 4LB Investments, LLC

Warmer can help you find a great advisor at 4LB Investments, LLC or one who fits your needs even better.

4LB Investments, LLC provides investment advice and discretionary portfolio management to individuals, trusts, and estates, generally accepting accounts of $100,000 or more while occasionally taking smaller accounts. The firm primarily focuses on building portfolios of U.S.-listed equity securities for individual clients. The firm applies a value-investing discipline grounded in fundamental analysis, managing accounts on an individual basis and incorporating client preferences about risk, number of holdings, and other restrictions. For certain approved accounts it also uses option strategies (including writing, covered and uncovered options, and spreads) and performs daily monitoring with quarterly written reports that include commentary on political, economic, and investment matters. Since 2002 the firm has managed approximately $20,536,132 across about 42 accounts on a discretionary basis and typically establishes accounts with a limited power of attorney rather than taking direct custody. The adviser accepts authority to vote client securities (clients may direct votes), provides proxy voting information on request, and uses Charles Schwab as the custodian for accounts employing options strategies.

To learn more about the advisors currently working at 4LB Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.