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896 Main Street
Osterville, MA 02655
508-428-1645
800-499-1645
508-428-4421 fax
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Investment Philosophy

Investment Philosophy

Our Investment Philosophy utilizes a value-based selection process to identify financially stable companies to build a well diversified portfolio while meeting the clients needs at a reasonable cost.

Value Based Investing

As value investors we are invested for the long-term, analyzing a company’s fundamentals, such as earnings growth, dividends, cash flow and book value. This value based selection process provides the basis for both our buy and sell decisions within our investment Strategy. Dividends are an important consideration as they have historically provided a significant contribution to total return. Special consideration is given to companies with a record of increasing their dividends with some regularity.

Diversification

The portfolios we manage are mainly composed of individual securities; primarily stocks and bonds. Mutual funds and exchange traded funds (ETFs) are employed to a lesser extent to provide exposure to specialized asset categories such as foreign countries, precious metals, and commodities. No two portfolios are identical due to the nature of each individual relationship, risk tolerance, time horizon as well as any restrictions that may be imposed by the client on the financial advisor.

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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.

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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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