A complete list of active advisors currently associated with Friedlander & Co Inc

Warmer can help you find a great advisor at Friedlander & Co Inc or one who fits your needs even better.

Friedlander & Co. provides separately managed portfolio services primarily to high‑net‑worth individuals, their related accounts (including trusts and IRAs), and a small number of foundations. The firm manages roughly $565 million across about 26 client relationships and typically requires a multi‑million dollar account size, so it does not cater to lower‑net‑worth retail clients. The firm follows a long‑term, value‑oriented investment philosophy informed by Benjamin Graham, concentrating in equities with generally low turnover and a buy‑and‑hold approach; it also invests in small‑ and micro‑cap names and a variety of other securities when appropriate. Services are tailored through frequent personal communication and account reviews, and most client relationships are managed on a non‑discretionary basis, meaning clients typically retain approval over trades. Distinctive features include its single‑advisor operational model, where the sole owner also serves as the firm’s investment and compliance officer, producing an unusually high AUM per advisor for its peer group. The firm’s profile is further marked by a large non‑discretionary asset base, a historical overweight in banking and financial stocks, a policy of not accepting proxy voting authority, no custody of client assets, and a documented contingency/succession plan to address advisor incapacity.

To learn more about the advisors currently working at Friedlander & Co Inc, 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.