A complete list of active advisors currently associated with L. Roy Papp & Associates, LLP
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L. Roy Papp & Associates, LLP provides customized investment management primarily to high‑net‑worth individuals, related trusts and estates, pension and profit‑sharing plans, and certain investment companies. The firm manages both discretionary and nondiscretionary accounts and typically invests client assets in domestic stocks, bonds, exchange‑traded funds and mutual funds. The firm’s investment process is driven by in‑house fundamental research performed by a research director and analysts, with portfolio managers tailoring allocations to each client’s time horizon, risk tolerance and cash‑flow needs. LRP follows a growth‑oriented style, generally holding the majority of positions for the long term while trading shorter when market or liquidity considerations warrant. LRP is notable among similar multi‑team advisers for advising a registered mutual fund (the Papp Small & Mid‑Cap Growth Fund) and serving investment company clients, and it waives separate‑account management fees on client assets invested in that fund. The firm does not provide standalone financial planning services and generally maintains a negotiable account minimum of $2 million, reflecting a focus on wealthier clients.
To learn more about the advisors currently working at L. Roy Papp & Associates, LLP, 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.
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