Witter & Lester Inc

Overview

Witter & Lester Inc. is a small, privately held advisory firm that focuses on discretionary portfolio management for individual and family clients and small businesses. The firm charges fees based on a percentage of assets under management and lists business activities that include commodity pool operator or commodity trading advisor functions, which suggests it either operates or advises on pooled commodity/futures strategies in addition to traditional equity portfolios. Witter & Lester favors liquid, exchange-traded equity exposure as its primary allocation preference and is not an active ESG investor. Given the firm’s client base and asset mix, its model appears to be high-touch, concentrated management for a handful of relatively large accounts rather than a scale-oriented RIA with broad retail penetration.

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