Labrador Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Labrador Investments LLC provides continuous discretionary and non‑discretionary investment management and financial planning primarily for individuals, individual retirement accounts and trusts, serving retirees transitioning to income needs as well as younger clients focused on growth. The firm also offers limited estate‑planning advice and, through its affiliate Anita L. Eisthen, CPA, LLC (d/b/a Eisthen & Associates), prepares clients’ income tax returns for a fee.
The firm uses a written Investment Policy Statement for each client that is reviewed at least annually and typically implements diversified, income‑focused portfolios for retirees and risk‑aligned growth strategies for non‑retirees, with long‑term purchases as its principal trading approach. Accounts are generally domiciled at Charles Schwab & Co., Inc., and fees are charged on an asset‑based basis and billed in arrears.
Labrador is led by its founder, Anita L. Eisthen, who serves as the sole investment policymaker and holds both CFA and CPA credentials, a combination the brochure highlights as part of the firm’s investment and tax capability. The brochure also discloses a referral compensation arrangement (a 25% fee share paid to Marianne D. Woodburn for initial referrals) and notes that a team member receives insurance commissions outside the firm, although the firm itself does not sell insurance.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for limited services such as one-time or periodic services; tax preparation fees may be fixed.
$0 - $1,000,000: 1.10% annually $1,000,000 - $2,000,000: 0.75% annually $2,000,000 - $3,000,000: 0.65% annually $3,000,000 - $5,000,000: 0.50% annually $5,000,000+: 0.30% annually
$150/hour for consultations outside normal portfolio management.
Fee-only: $150/hour for consultation outside normal investment advisory; fixed fees for limited services; fixed fees for tax preparation vary by complexity.
Main office
Cincinnati OH
Advisors at this office
2
Most active in
Ohio
Also doing business as
Anita L Eisthen Cpa LLC · Anita L. Eisthen · Labrador Investments, LLC · Mangold Eisthen Investment Consulting · Mangold Eisthen Investment Consulting · Mangold, Anita L.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Anita E
CFA®
Cincinnati, OH
Labrador Investments, LLC
Anita Eisthen is a CFA® charterholder with 18 years of industry experience. She has been with Labrador Investments, LLC since 1998. Labrador Investments provides discretionary and non-discretionary investment management primarily to individuals, retirement accounts, and trusts, serving both retirees and growth-oriented clients. The firm integrates portfolio management with financial planning and offers estate-planning advice and tax preparation through an affiliated CPA practice.
Marianne W
Series 65
Cincinnati, OH
Labrador Investments, LLC
Marianne Woodburn is a financial advisor at Labrador Investments, LLC in Cincinnati, Ohio, with 10 years of industry experience. She holds a Series 65 designation and has worked at Labrador Investments since 2014, as well as Lifetime Financial Growth since 2010. Outside of investment advisory, she is involved as an insurance agent assisting clients with life insurance, disability, and long-term care needs, and also provides small business advisory services. Labrador Investments, LLC offers discretionary and non-discretionary investment management primarily to individuals, IRAs, and trusts, serving both retirees and growth-oriented clients. The firm emphasizes diversified, income-producing portfolios for retirees and tailored growth strategies for non-retirees, combining long-term investment approaches with fundamental and technical analysis, and integrates tax preparation services through an affiliated CPA practice.
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