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 performance with reduced risk. Over the course of the past ten years, the S&P 500 has declined from 1,320 to 1,021. During the same ten years our average account has doubled, and our clients have outperformed Warren Buffett by a wide margin. Click Here for the Inside Story   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 20 years, and have excellent relationships with the SEC and with our New Hampshire Regulators.