A complete list of active advisors currently associated with Lathrop Investment Management Company

Warmer can help you find a great advisor at Lathrop Investment Management Company or one who fits your needs even better.

Lathrop Investment Management Company provides discretionary investment management to individuals, families, trusts, estates, retirement plans, businesses and not-for-profit institutions, maintaining separately managed accounts for all clients and offering manager-of-managers services on select relationships. Clients’ custodians are typically major brokerage firms or bank trust companies selected by the client, and LIMC bills for advisory services based on assets under management. The firm emphasizes fundamental, valuation-driven stock selection and high-quality fixed-income holdings, building broadly diversified portfolios that typically hold 30–40 individual equities and use ETFs only when account size limits direct diversification. Portfolios are monitored continuously, rebalanced periodically for objective consistency and tax efficiency, and tailored to individual return objectives, liquidity needs and risk tolerances. Noteworthy features include a relatively small investment team managing roughly $1.01 billion across about 240 client relationships, producing a high AUM-per-advisor ratio compared with many peers. LIMC also maintains separately managed accounts at custodians (including Charles Schwab) whose platforms offer margin and related capabilities, and the firm indicates it may utilize borrowing features available through those custodial arrangements in some accounts while selectively employing manager-of-managers structures for certain clients.

To learn more about the advisors currently working at Lathrop Investment Management Company, 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.