At Lerner Financial, LLC, our investment approach begins with a financial analysis and written investment policy statement. We then personally help you implement a defined asset allocation strategy and select an appropriate portfolio model and investment manager.
Applying an investment approach for a balanced, well-allocated portfolio, your assets are apportioned among various investment types, like stocks, bonds, cash alternatives and alternative investments. We utilize a time-tested, disciplined approach when it comes to managing your money.
Unlike large brokerage firms, we are not required to use proprietary investment managers or products. This enables us to provide unbiased, objective advice and investment management to clients.
With monitoring, rebalancing, and reporting provided by third-party asset management programs we keep you sensibly invested and informed every step of the way.