Investment Management Services
Kuntz Lesher Capital LLC serves individuals, retirement plans, corporations, businesses and charitable organizations. The majority of clients will be served through investment management with the fee charged based on the assets handled. Portfolio evaluations, estate and tax planning, estate settlement and other types of consultations are available on an hourly basis, unless part of the Wealth Management Program.
We offer our clients individualized, professional money management service as well as estate planning and financial consulting at a reasonable cost. Our client’s investment objectives are met by the proper use of fixed income to equity ratios while maintaining the appropriate risk versus return levels. For our individual clients, the most advantageous level of taxable versus tax-free bonds are continually monitored and employed.
Managed accounts are monitored on a daily basis. Each managed account is reviewed at least quarterly in light of the client’s financial situation, stated objectives, risk tolerances and current market conditions. The advisor confers with the client at least semiannually, and more frequently at client request, to review the account composition and performance and to reevaluate the client’s objectives and risk tolerance. Changes to the managed account will be made based on the specific client’s needs and investment criteria.
All managed accounts are done on a full discretionary basis. Assets are custodied by Kuntz Lesher Capital at Charles Schwab Institutional.