"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

Terms of Use

Acceptance of Terms of Use

Each time you access Lenk Ladner Investment Solutions website you agree to be bound by our Terms of Use.  These Terms of Use may be amended from time to time without notice to you.

Lenk Ladner Investment Solutions and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisors by those states in which Lenk Ladner Investment Solutions maintains clients.  Lenk Ladner Investment Solutions may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. As an independent Registered Investment Advisor, Lenk Ladner Investment Solutions may transact business in any state in which the filing requirements are met. Additional registrations are obtained on a state by state basis, as needed, to manage a client relationship.

The information on this website is provided for informational purposes only. Under no circumstance should any material within this site be used or considered as an offer to sell or solicitation of any offer to buy any securities. Past performance is not indicative of future performance which may vary. Lenk Ladner Investment Solutions does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party.  Lenk Ladner Investment Solutions website may have portions containing discussions (Market Commentary) specific to a prior date.  Those discussions may no longer be reflective of current positions and/or recommendations due to changing market conditions and other economic factors.

Web Linking Notice

Lenk Ladner Investment Solutions has provided you with links to sites for informational purposes.  Once you have used a hyperlink from our website you will be redirected to the third party website where our Privacy Policy will no longer protect you.  You should familiarize yourself with the Terms of Use and Privacy Policy of the third party linked site you visit.

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 (4th Quarter 2017)

Lulled into Complacency? – “Would you like a ride in my beautiful balloon. We could float among the stars together, you and I. For we can fly.” - Up, Up and Away” by The Fifth Dimension (1967)

Inflection Point? - Investors appear to be experiencing the euphoria of these ballooners brought about by the heady stock market returns over the past five years. Standard and Poor’s 500 index funds have averaged a gain of approximately seventeen percent for the five year period, even with the inclusion of a mere 1.3% return for 2015. The excitement was further fueled by the gains achieved by the major averages in 2017, which ranged from of 20 to 30 percent. As a consequence of this recent good fortune, investors have begun to extrapolate such returns into the future and act as though similar results will become the norm. Institutional investors have continued to be active buyers in order to assure their performance does not disappoint their clients.Read More