"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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Investment Strategy

Investment Strategy

We seek to maximize total return by identifying financially stable companies with positive growth prospects and consistent earnings growth. In deciding how to best achieve our clients objectives we utilize a wide variety of investment research to develop an independent opinion regarding their individual portfolio. All of the firm’s research efforts rely first on information emanating from each company or mutual fund, then on reliable third-party sources.  Our primary source is institutional research purchased from Northern Trust, a highly regarded Chicago-based wealth manager. We also subscribe to a variety of services, including Value Line, Morningstar, and Standard & Poor’s.  Utilizing the internet (online), we have regular access to multiple resources through Schwab Institutional (our custodian), as well as a large list of other online resources we employ on a regular basis.  Finally there are the newspapers and periodicals we receive.  The Wall Street Journal and Investor’s Business Daily are available each morning, and The Economist, Forbes, Fortune, and Business Week are part of our regular reading list.

Investment Selection

Investments chosen for our clients are the same investments we employ in our own portfolios.  As fee-only independent investment advisors, we do not receive any commissions or hidden fees that may cloud our judgment.  Our fundamental investment approach focuses on a company’s financial statements, management, competitive advantage and industry. Lenk Ladner Investment Solutions adheres to an Investment Policy that stipulates a number of elements, such as investment risk, credit risk, market risk and currency risk that may be considered to maintain proper diversification and diminish risk. The Policy also sets varying guidelines to the purchase of stocks and bonds. One such element is the use of investment grade bonds (by a nationally recognized rating agency such as S & P or Moody’s).

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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.

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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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