A complete list of active advisors currently associated with Lager & Company, Inc.

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

Lager & Company provides fee-based investment advisory services to individual clients, including high net worth individuals, and to retirement-plan participants through portfolio management, portfolio consulting, and rollover guidance. The firm reports managing roughly $26.5 million for about 116 client relationships with a two-advisor team. The firm delivers tailored, ongoing investment advice but generally operates on a non-discretionary basis, requiring client approval before executing transactions and conducting periodic reviews and rebalancing when authorized. Its methods include fundamental and technical analysis and a mix of short- and long-term recommendations aligned with each client's objectives, time horizon, and risk tolerance. What is distinctive is the firm's predominantly non-discretionary model, a characteristic that is uncommon among similarly sized supported firms and leaves implementation decisions in clients' hands. The firm also does not combine client orders into block trades, does not vote proxies on clients' behalf, and regularly works with a qualified custodian that provides institutional custody and support services while the firm provides fiduciary rollover advice to plan participants.

To learn more about the advisors currently working at Lager & Company, 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.