A complete list of active advisors currently associated with H. L. Lichstrahl & Company, LLC
Warmer can help you find a great advisor at H. L. Lichstrahl & Company, LLC or one who fits your needs even better.
H. L. Lichstrahl & Company, LLC is a registered investment adviser providing discretionary portfolio management to individuals, high-net-worth clients, associated trusts, and IRAs, and—unusually for firms of similar size—also serves pension and profit-sharing plans and other institutional clients. The firm reports approximately $82 million in discretionary assets under management across 27 client accounts. The firm follows a focused, long-term value investing approach driven by fundamental research, concentrating primarily on equity securities and selected fixed-income instruments while occasionally using warrants, options, and mutual funds; it may hold significant cash when suitable value opportunities are not found. The managing member conducts the investment research, seeks low-turnover portfolios tailored to client income needs or philosophical restrictions, and the firm does not provide standalone financial planning. Distinctive operational features include the use of prime-broker arrangements to source non-exchange securities such as municipal bonds—subject to account approval and minimums—and a written Code of Ethics under which the firm and its personnel may invest alongside clients. The firm routinely votes proxies on clients’ behalf, does not accept performance-based fees, and limits its services to investment management rather than broader financial planning.
To learn more about the advisors currently working at H. L. Lichstrahl & Company, 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.
Name |
Location |
Years of experience |
|---|---|---|
Arlington, VA
| 31
|
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