Lederer & Associates Investment Counsel
5305 2nd Street, Long Beach, California, United States
About the Lederer & Associates Investment Counsel
Lederer & Associates Investment Counsel is a finance institution located at 5305 2nd Street, Long Beach, California, United States. Since 1986, the firm has been managing equity, fixed-income, and balanced portfolios for individual and institutional investors. They specialize in managing accounts for individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. With ten years of experience in handling large institutional portfolios, including Taft-Hartley plans, Lederer & Associates is dedicated to creating lifelong relationships with their clients as trusted investment advisers.
All portfolios are managed separately and tailored to meet the goals and objectives of each client. Assets are held in the client's name by an independent custodian, and the firm is not affiliated with any bank, broker-dealer, or mutual fund company. Lederer & Associates does not sell products or earn commissions, their only revenues come from fully disclosed management fees. These fees adjust based on changes in the market value of the portfolio, aligning their interests with their clients' interests.
If you are interested in learning more about their philosophy, process, asset allocation, equity strategies, fixed income, and team, Lederer & Associates invites you to explore their services further.
Photos of Lederer & Associates Investment Counsel
5305 2nd St #201, Long Beach, CA 90803, United States
Opening hours of Lederer & Associates Investment Counsel
Monday:
07:00 - 16:00
Tuesday:
07:00 - 16:00
Wednesday:
07:00 - 16:00
Thursday:
07:00 - 16:00
Friday:
07:00 - 16:00
Saturday:
Closed
Sunday:
Closed
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