Ladewig Investment Management, LLC

Ladewig Investment Management provides discretionary asset management primarily to individuals and high‑net‑worth clients and, according to its brochure, also serves corporate or business clients. The firm reports $47.9 million in discretionary assets under management across 28 client accounts and generally requires a $1,000,000 account minimum that may be lowered or waived.

Investment programs are tailored to documented client goals, time horizons, and risk tolerance, and LIM employs fundamental, technical, and charting analysis to implement strategies ranging from long‑term holdings to short‑term trading, options, and the use of leverage. The firm operates under discretionary authority, allows client‑imposed restrictions on investments, and conducts quarterly account reviews for monitoring and rebalancing.

Distinctive features include its solo‑practitioner structure with a single owner managing nearly $48 million—resulting in a relatively high assets‑per‑advisor ratio—and a requirement that client custodial relationships be held at Charles Schwab or Fidelity. LIM does not vote client proxies (clients receive proxies directly from custodians), discloses potential receipt of soft‑dollar benefits from custodians, and generally relies on custodian statements as the primary client reporting.