"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
  • Home
  • About Us
    • Investment Philosophy
    • Investment Strategy
    • Our Team
    • ADV Part II
    • Form CRS – Client Relationship Summary
  • Resources
    • Asset Allocation Strategies
    • Investment Risks
    • Market Commentary
    • Research Links
  • Contact Us
  • Schwab Link
  • Secure File Upload

Schwab Link

IMPORTANT NOTICE:

You are now leaving the Lenk Ladner Investment Solutions website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website. Schwab is a registered broker-dealer, and is not affiliated with Lenk Ladner Investment Solutions or any advisors whose names appear on this website. Lenk Ladner Investment Solutions is independently owned and operated. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Lenk Ladner Investment Solutions under which Schwab provides Lenk Ladner Investment Solutions with services related to your account. Schwab does not review the Lenk Ladner Investment Solutions website, and makes no representation regarding information contained in the Lenk Ladner Investment Solutions website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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

Copyright © 2022 lenkladner.com All Rights Reserved · Privacy Statement · Terms of Use