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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 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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