Investment counseling you can trust.

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. The bank collects dividends, tracks corporate changes, sends you monthly statements, and sends you an annual tax summary that your accountant will love.   A Commitment to Service   We pride ourselves on the trust we’ve built with our clients. We’ve been at the same location for more than 30 years, and have no plans to move.   If you’d like to read our 2023 forecast for the economy and the markets, please click here.