Lederer & Associates Investment Counsel is a highly experienced firm based in Long Beach, CA, specializing in managing equity, fixed-income, and balanced portfolios for individual and institutional investors. With over 30 years of expertise, they offer customized and tax-efficient solutions, providing direct access to portfolio managers and a commitment to building lifelong relationships with their clients.
As an independent firm, Lederer & Associates is not affiliated with any bank, broker-dealer, or mutual fund company, ensuring unbiased advice and a focus solely on client interests. They do not sell products or earn commissions, with their only revenues coming from fully disclosed management fees that align with the market value of the portfolio. With a mission to serve as a trusted investment adviser, they offer separately managed accounts tailored to individual goals and objectives, held by an independent custodian.
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