A complete list of active advisors currently associated with Lange Asset Management, Inc.

Warmer can help you find a great advisor at Lange Asset Management, Inc. or one who fits your needs even better.

Lange Asset Management provides discretionary portfolio management and advisory consulting primarily to individual investors, and also offers retirement account rollover reviews and related advice. The firm reports managing roughly $34 million in discretionary assets for about two dozen clients and typically invests through mutual funds and exchange-traded funds while remaining able to advise on other security types as appropriate. The firm's investment approach combines rotation investing with fundamental, technical, and cyclical analysis, and it employs both short- and long-term purchase strategies tailored to clients’ objectives and risk tolerances. Accounts are generally managed on a discretionary basis, and the firm aggregates trades (block trading) when executing multiple client orders. Noteworthy distinctions include a very small client roster relative to assets under management, which indicates a focus on relatively large individual accounts, and an advisory consulting practice offered on fixed-fee or hourly arrangements for targeted financial planning needs. The firm routinely recommends a single major custodian for execution and custody and does not vote client proxies, leaving proxy voting responsibility to clients.

To learn more about the advisors currently working at Lange Asset Management, 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.