A complete list of active advisors currently associated with Lenk Ladner Investment Solutions LLC

Warmer can help you find a great advisor at Lenk Ladner Investment Solutions LLC or one who fits your needs even better.

Lenk Ladner Investment Solutions is a fee-only investment adviser that provides ongoing portfolio management and advisory services to individuals, high‑net‑worth households, retirement accounts, trusts, estates and charitable organizations, managing approximately $337 million in client assets. The firm works with both discretionary and non‑discretionary accounts and delivers continuous investment oversight across a mix of equities, fixed income, mutual funds and ETFs. The firm describes a conservative, long‑term investment approach focused on total return, seeking companies with sustainable earnings growth and an emphasis on dividend growth while not excluding non‑dividend payers. Portfolios are research-driven and tax‑conscious, with an emphasis on holding positions for years and minimizing short‑term trading, and investment decisions are made consistent with each client’s objectives and risk profile. Noteworthy features include a small, long‑tenured advisory team and an on‑staff CFP® professional, resulting in a relatively high assets‑under‑management per advisor compared with many peers. The firm operates without soft‑dollar arrangements or third‑party compensation, generally recommends a major independent custodian (while permitting client choice), aggregates trades when appropriate, and does not vote client proxies as part of its standard practice.

To learn more about the advisors currently working at Lenk Ladner Investment Solutions LLC, 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.