Investment counseling you can trust.

Lumbard Investment Counseling offers focused and unique investment management services to individuals and institutions. Here you will find: A long track record of excellent and steady performance.  Our clients have largely avoided the wild volatility of the markets of the last decade. Click here for tables and graphs, and here for yet another 10-year comparison with Warren Buffett’s Berkshire Hathaway.   Low management fees which include the cost of custody at a major bank. Your assets are held in your name, and continue to be identified as your property – unlike assets held in a margin account by a brokerage firm.   A Commitment to Service   We pride ourselves on the trust we have built with our clients. We’ve been at the same location for more than 20 years, and have excellent relationships with the SEC and with our New Hampshire Regulators.   If you’d like to read our 2013 forecast for the economy and the markets, please click here.