Lotzer & Co,Inc.

Overview

Lotzer & Co, Inc. is a small, corporate registered investment adviser that manages discretionary portfolios for individual and family clients as well as small businesses and institutions. The firm charges clients on a percentage-of-AUM and fixed-fee basis and runs actively managed portfolios with a clear tilt toward public equities. Advisory services are concentrated on portfolio management rather than consulting or pension work, and the firm does not identify as an active ESG investor. Investment activity shows a strong preference for liquid, exchange-traded exposures supplemented by mutual funds, annuities and corporate debt to provide income and downside protection. Lotzer & Co, Inc. also allocates to third‑party alternative managers in real estate, commodities and oil & gas, using those allocations for diversification and return enhancement alongside its core equity sleeve.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices