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896 Main Street
Osterville, MA 02655
508-428-1645
800-499-1645
508-428-4421 fax
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Asset Allocation Strategies

CAPITAL PRESERVATION
CASH 10%
BONDS 80%
STOCKS 10%

 

The primary focus is to maintain principal and generate income. There is little emphasis on growth. Income is derived from fixed income securities and perhaps income oriented stocks. The types of fixed income securities will vary depending upon tax considerations of the account. Account values will exhibit minimal fluctuation.

 

BALANCE & GROWTH
CASH 10%
BONDS 50%
STOCKS 40%

 

The emphasis is on income with reasonable equity exposure to keep ahead of inflation and provide modest growth of principal over time. Stocks of large-cap companies would dominate the account, but other stocks will be considered if appropriate. Moderate price fluctuation is likely.

 

GROWTH
CASH 10%
BONDS 20%
STOCKS 70%
The primary focus is to grow the portfolio with a blend of equities in large, mid, and small capitalized domestic companies with some international market exposure. Income is not a high consideration although bonds could comprise a portion of the account. This objective is the riskiest and fluctuations are likely to mirror that of the overall market.

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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 (1st Quarter 2019)

The Beat Goes On –“Jobless Rate Hits a 50 Year Low” was the headline in the Wall Street Journal on its weekend edition (May 4-5, 2019)

Economy Cruising – –How well has the economy been performing? The National Bureau of Economic Research has reported the country is now in its 119th month of economic expansion. This is more than double the average of past expansions. This positive news was reinforced by the announcement of growth in the first quarter of 3.2%, which was much better than the 1-2% level that was predicted.Read More

2018 Market Commentary

  • 1st Quarter
  • 2nd Quarter
  • 3rd Quarter
  • 4th Quarter

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