Lumbard Investment Counseling is a trusted investment management firm based in Hollis, NH, offering focused and unique services to individuals and institutions. With over 30 years of experience, they pride themselves on the trust they have built with their clients, providing low management fees that include the cost of custody at a major bank, ensuring that your assets are held in your name and treated as your property.
With a commitment to service, Lumbard Investment Counseling has remained at the same location for over three decades, demonstrating their dedication to their clients. They offer comprehensive services, including dividend collection, tracking corporate changes, monthly statements, and an annual tax summary that accountants will appreciate. For insights into the 2023 forecast for the economy and markets, Lumbard Investment Counseling provides valuable information to help clients make informed investment decisions.
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