A complete list of active advisors currently associated with Lauer Capital Management Ltd

Warmer can help you find a great advisor at Lauer Capital Management Ltd or one who fits your needs even better.

The firm provides discretionary investment management to individuals (including high-net-worth clients), trusts, foundations, endowments, corporations and other entities. It constructs conservative portfolios using individual equities and fixed income securities, along with open- and closed-end mutual funds and exchange-traded funds. Investment decisions are guided by a liability-driven approach: the firm develops a written investment policy with each client that links asset allocation to the client’s future liabilities, objectives and risk tolerance. Risk management is framed as the cash‑flow relationship between assets and liabilities, with an emphasis on seeking consistent absolute returns, avoiding material loss, and maintaining generally low turnover under discretionary authority. Noteworthy features include a small advisory team managing approximately $323 million across about 90 client relationships, producing higher-than-typical assets under management per advisor and per client for a firm of this size. The firm operates on a fee‑only basis, purchases research on a hard‑dollar basis, occasionally offers hourly consulting, and may accept standing transfer authorizations that create limited custody while documenting compliance with SEC no‑action conditions.

To learn more about the advisors currently working at Lauer Capital Management Ltd, 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.