LAWSON KROEKER INVESTMENT MANAGEMENT INC

Overview

Lawson Kroeker Investment Management Inc operates as a privately held corporate RIA focused on fee-based portfolio management for individuals, families and institutions. Registered since 1986 and run under individual ownership, the firm manages client relationships on a percentage-of-AUM fee model and concentrates its work in discretionary portfolio management for individuals/small businesses, investment companies and other business or institutional clients. It is not positioned as an ESG-focused manager, nor does it present as a multi-state or pension-consulting adviser. Investment activity centers on direct, exchange-traded equity exposure with a clear preference for concentrated positions. The 13F and ADV signals show the firm constructs relatively concentrated equity sleeves rather than broad market beta plays, complementing those positions with a modest ETF and mutual fund presence. Custody and SMA arrangements built around bank and broker custodians support the firm’s buy-and-hold equity posture.

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