Lager & Company, Inc.

Overview

Lager & Company, Inc. is a small, client-focused advisory firm that concentrates on portfolio management for individuals and small businesses. The firm shows a clear preference for equity exposure, using exchange-traded equities and ETFs as the primary building blocks of client portfolios. Advisory work is delivered primarily on a non-discretionary basis, and the firm employs a mix of fee arrangements including percentage-of-AUM, fixed fees, and other fee structures to suit client needs. Investment activity centers on liquid, publicly traded instruments with equities taking the largest share of client assets. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser despite maintaining operations in more than one state. Advisory services are aimed at individual and family clients rather than institutional pension consulting or large capital allocation mandates.

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Location & Offices