LENK LADNER INVESTMENT SOLUTIONS LLC

Overview

Lenk Ladner Investment Solutions LLC is an independent registered investment adviser focused on delivering financial planning and discretionary portfolio management to individuals, families and small-business clients. The firm has operated since 1993 and is owned by an individual principal; it is not structured as a multi-state adviser, a capital allocator, or a pension consultant. Fee arrangements are flexible and include asset-based fees, hourly charges and fixed fees, allowing the firm to price planning engagements separately from ongoing portfolio management. Investment activity centers on equity-oriented portfolios with a stated preference for exchange-traded equities. The firm offers customized portfolios for individual and family clients and institutional relationships at a smaller scale, deploying both discretionary and non-discretionary strategies. Lenk Ladner does not list itself as an active ESG investor, and it does not present as a multi-manager allocator; instead, it appears to combine direct market exposure with selected third-party investment vehicles.

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Location & Offices