Ladd Capital Management, LLC is an SEC registered investment advisory firm based in New Haven, CT, established in 1975 by David M. Ladd and currently managed by Edward W. Lovejoy. They specialize in managing investment portfolios for corporate, endowment, and individual clients, aiming to help them achieve their financial goals through conservative, lower risk investment strategies.
With a strong emphasis on understanding each client's unique needs and maintaining open communication with their financial team, Ladd Capital Management designs and continuously manages portfolios tailored to their clients' objectives. Their success stems from a conservative, long-term approach to investing, which they believe will continue to benefit their clients in the future.
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