Lountzis Asset Management, LLC is a registered investment adviser providing customized portfolios for high-net-worth individuals, institutions, and retirement plans.
2000
100% employee-owned.
Employs a value-based approach with a strong emphasis on mitigating risks and avoiding permanent capital loss.
Wyomissing, Pa, United States
About
Mission
To maximize long-term after-tax returns for clients across various economic and market conditions while emphasizing the preservation of capital.
Values
Integrity, trust, investment discipline, teamwork, respect, client-centric focus, and responsible freedom.
Participant Demographics
Serves families, business owners, high-net-worth individuals, institutions, and retirement plans.
Track Record
Team Experience
Key team members have extensive experience in investment advisory and asset management.
Notable Achievements
Paul Lountzis conducted research for Warren E. Buffett.
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Wyomissing, Pa, United States
Legal & Compliance
SEC-registered investment adviser.
No major violations mentioned.
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