Lumbard & Kellner, LLC

Investment counseling you can trust.

Lumbard Investment Counseling is a traditional investment advisory firm. located in Hollis, NH.

Click here to see every newsletter weve written since 2002.

 

 

 

 

 

 

 Lumbard Investment Counseling has one mission and a single focus - excellent investment performance and financial counseling.

 

Lumbard Investment Counseling is engaged in the management of equity and fixed income securities on behalf of individuals and trusts.

 

 

 

 

 

 

 

 

 

 

Lumbard & Kellner, LLC offers focused and unique investment management services to individuals and institutions. Here you will find:

  • 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. Weve been at the same location for more than 20 years, and have no plans to move.
     
  • If youd like to read our 2014 forecast for the economy and the markets, please click here.

 

 

 

© 2014 Lumbard & Kellner, LLC PO Box 749,  Hollis, NH 03049 603-465-7700
www.lumbard.com www.weelectedyou.org