Lumbard Investment Counseling focused investment management services for individuals and institutions.

...we’ve “still got it”...
Power To The People - Lumbard Insight - February 2007

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

Better Performance Than Warren Buffett.
For Ten Years.

 

Over the course of the last ten years (through August 31, 2009) the S&P 500 has declined 6.6% — and that's after adding in the dividends paid on the stocks in the index.

 

 

 

 

 

 

 

  • In those same ten years Warren Buffett’s Berkshire Hathaway, which pays no dividends, appreciated from $64,200 per share to $100,850, up 57.1%.
     
  • Our benchmark account—which receives no special treatment—appreciated twice as much, up 126% from $228, 039 to $514,672.   Our client accounts have Outperformed the market indices Over One Year, Over Ten Years, and Over 3, 5, or 7 years
     
  • Our client accounts declined just  2% in 2008, because they held long-term Treasury bonds and recession-resistant stocks such as utilities and pharmaceuticals. In December we added tens of millions of dollars’ worth of corporate bonds—names like AT&T—at a fraction of par value.

 

 

 

 

 

 

 

 

For more information please click on the Performance Tab or give us a call at (800) Lumbard, which works out to (800) 586-2273.

 

 

 

 

 

 

© 2010 Lumbard Investment Counseling • PO Box 749, Hollis, NH 03049 • 603-465-7700 • www.lumbard.com