Lumbard Investment Counseling

Hollis, NH 03049

Lumbard Kellner LLC, located in Hollis, NH, provides focused and unique investment management services to both individuals and institutions. With over 30 years of experience at the same location, the firm emphasizes low management fees that include custody costs at a major bank, ensuring clients' assets remain securely held in their name.

The company prides itself on the trust it has built with clients, offering comprehensive services such as dividend collection, tracking corporate changes, and providing monthly statements along with an annual tax summary. Lumbard Kellner LLC is committed to delivering exceptional service while maintaining a strong relationship with its clients.

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United StatesNew HampshireLumbard Investment Counseling