A complete list of active advisors currently associated with Lawson Kroeker Investment Management Inc

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

Lawson Kroeker Investment Management is an SEC‑registered adviser that provides discretionary portfolio management to individuals, high‑net‑worth clients, trusts, charitable organizations, corporations, pension and profit‑sharing plans. The firm reports managing roughly $428.6 million in discretionary assets across a small advisory team and about 134 client relationships. The firm’s investment approach is fundamentally oriented, treating equity ownership as ownership of businesses and emphasizing durable competitive advantages, tailored valuation methodologies, and long‑term holding rather than market timing; fixed‑income positions are used to complement equities and provide portfolio stability. Asset allocation is set collaboratively with clients, monitored continuously, and reviewed at least quarterly with an explicit tolerance band around target allocations. What distinguishes Lawson Kroeker from many peer team firms is its role beyond individual portfolio management: it serves as the portfolio manager for a registered open‑end investment company (the LK Balanced Fund) and acts as a sub‑advisor in a dual‑contract separately managed account program, arrangements that are less common among similar firms. The brochure also notes a recent ownership change that did not affect firm control or services and describes proxy‑voting, trade‑allocation, and other policies intended to address conflicts arising from managing both pooled and individual client accounts.

To learn more about the advisors currently working at Lawson Kroeker Investment 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.