L. B. Eddy

Overview

L. B. Eddy operates as a sole proprietorship and is organized as an independent registered investment adviser serving individual and family clients, as well as small businesses. The principal-owner structure and the classification indicate a small, boutique advisory practice rather than a multi-state or institutional allocator. The firm provides financial planning and portfolio management for individuals and small businesses and charges fees through a mix of percentage-of-AUM, hourly rates, and fixed fees. The adviser is not identified as an active ESG investor, is not positioned as a pension consultant, and is not classified as a capital allocator that sponsors its own funds.

Assets & Accounts

Public Holdings

Investments & Alternatives