"Trust and integrity are the cornerstones of our business"

896 Main Street
Osterville, MA 02655
508-428-1645
800-499-1645
508-428-4421 fax
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About Us

Our Investment Advisors provide:

Personal Service – We consider you a relationship, not a number.

We begin by getting to know you, helping you articulate your goals, define your risk tolerance, and determine the best approach for you. We work with you to develop a plan. Then we continue to communicate with you to ensure our understanding of your needs and your understanding of our approach and commitment.

Objective Analysis – We are independent.

In selecting investments for you, our judgment is based entirely on how we can best achieve your objectives. We use a wide variety of investment research to develop an  independent opinion regarding your portfolio.  We receive no commissions or hidden fees that may color our judgment.

Experience – We are seasoned professionals.

Together, we bring nearly 80 years of practical experience to develop the investment solution that is ideal for you.  We have worked through good markets and bad. We know when to be cautious or aggressive.  We respect your individual risk tolerance.

Long Term Approach – We favor investing, not speculating.

Our strategy is to identify sound companies with good growth prospects. We look for companies that regularly increase dividends. Price matters — we will only buy these quality companies if their prices are reasonable. This long term strategy stresses total return and reduces volatility, transaction costs, and taxes.

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Verification

Welcome to Lenk Ladner Investment Solutions

An independent fee based only investment advisory firm with over 80 years combined investment experience established in 1993. We tailor personal portfolios composed of individual securities based on the unique needs and risk tolerance of each client for a customized experience. Utilizing a conservative investment philosophy we select financially stable companies with positive growth prospects that have demonstrated consistent earnings growth to achieve your objectives.

Find Us

896 Main Street
Osterville, MA 02655
508-428-1645
508-428-4421
 

Quarterly Commentary from our Economist John Ladner (3rd Quarter 2020)

Dark Skies Loom – –- A hotly contested Presidential election will be completed in one week, yet unlike the historical norm the results may not be finalized for days or even weeks after election day. Indeed, there is a distinct possibility there will be legal challenges to the counting and validity of the unprecedented volume of mail-in and early ballots. To add to the tension surrounding the election, both campaigns have been disrupted by the country’s efforts to cope with the devastating effects of the Covid-19 virus. Although this has impeded the in-person appearances of both candidates, it has had a more detrimental impact on the President’s campaign because of his preference for large gatherings or rallies. He also suffered a setback when his campaign schedule was interrupted when he contracted the virus. On the other hand, the former Vice-President (V-P) Biden and his advisors have been able to maintain a low-key approach because polls have consistently shown him to have a lead approaching double-digits.Read More

2020 Market Commentary

  • 1st Quarter
  • 2nd Quarter

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