FRIEDLANDER & CO INC

Overview

Friedlander & Co Inc. is a small private-wealth advisory firm focused on portfolio management for high-net-worth individuals, families and some institutional clients. The firm shows a clear equity orientation: exchange-traded equities are its dominant allocation and equities are listed as the firm’s preferred asset class. Advisory relationships appear to be primarily non-discretionary, indicating the firm typically provides investment advice and implements solutions with client consent rather than routinely trading on a discretionary mandate. Fee arrangements include both percentage-of-AUM and fixed-fee models, which supports flexibility for larger accounts and customized client engagements. Custodial relationships favor Robert W. Baird & Co. Incorporated, where the bulk of assets are held, with a smaller position at RBC Capital Markets, LLC. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant or external capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices