A.E. LAUFER FINANCIAL SERVICES, INC.

Overview

A.E. Laufer Financial Services, Inc. is a small, owner-operated advisory firm that focuses on discretionary portfolio management for individuals, families and small businesses. The firm favors equity-oriented allocations and runs separately managed account (SMA) strategies, which indicates an emphasis on tailored equity exposure and individual security selection alongside pooled or model-based solutions. Their advisory mandate also includes selection of other advisers, suggesting they outsource or overlay certain strategies to third-party managers when appropriate. The firm charges a percentage-of-AUM fee and is not positioned as an ESG investor. It operates with a local footprint rather than a multi-state platform and lists an accounting affiliation, which points to coordination with tax and accounting professionals as part of client service. As a capital allocator, the firm constructs and adjusts client equity allocations as primary drivers of portfolio risk and return.

Assets & Accounts

Public Holdings

Location & Offices