Lumbard & Kellner, LLC is engaged in the management of equity and fixed income securities—stocks and bonds—for taxable and tax exempt investors. We currently manage $325 million for 128 clients, from the same offices in Hollis that we’ve occupied for more than 30 years.
Our firm has one mission and a single focus. Our full attention is devoted to meeting the needs of our clients; their need for excellent investment performance and financial counseling, and the simple need for warm and attentive service. An important aspect of this philosophy is that we will always maintain an unusually low ratio of clients to investment counselors. We make house calls, and we’re available day and night to help clients with unexpected problems or needs.
While we focus on helping you reach your financial goals, we realize you might have the need for other professionals such as an accountant or perhaps an estate planning lawyer. Over the years we have developed relationships with a number of highly competent professionals whom we can recommend without reservation. Please note our firm does not receive any referral fee or other compensation from these relationships. If you would like for us to arrange a meeting with one of these professionals, please contact our office.
• Estate Planning Attorney
• Financial Planner
• Certified Public Accountant