"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 Clients Receive:

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 are committed to a long-term relationship with you and your financial future.

Retirement Planning – We offer individual financial plans.

Tailored to your individual goals and needs, we offer comprehensive financial plans, bringing you closer to your objectives before and during retirement. We work with you to develop a plan and help with the implementation. 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 resources to develop an independent opinion regarding your portfolio.  We do not accept compensation for investment products that may color our judgment in making investment decisions for you.

Experience – We are seasoned professionals.

Together, we bring over 100 years of practical experience to develop the investment solution that is ideal for you.  We have experienced good markets and bad. We know when to be cautious or aggressive with respect to 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.

Sensible Fees – We are a fee-only independent advisor

Fees are calculated as a percentage of assets under management.  We do not receive commissions or sales charges, and there are no hidden fees. Our fees are fair and competitive.

 

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Verification

Welcome to Lenk Ladner Investment Solutions

An independent fee based only investment advisory firm with over 100 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 (2ndQuarter 2021)

Entering the Home Stretch – –- August presented investors with the usual summer doldrums. A mass exodus of residents from the largest metropolitan areas occurred as they escape the heat of their cities and head to their favorite vacation spots at the seashore or the mountains as they briefly assume a more leisurely lifestyle. As a result, trading desks in financial centers become the responsibility of less experienced traders who take a more cautious approach as they seek to avoid making any mistakes while the boss is away. Often this results in significantly less trading activity. Read More

2021 Market Commentary

  • 1st Quarter
  • 2nd Quarter
  • 4Q 2021 Market Commentary

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