Caleb Lawrence Registered Investment Adviser Inc.

Overview

Caleb Lawrence Registered Investment Adviser Inc. is a small, owner-operated advisory firm that focuses on individualized portfolio management for private clients and small businesses. Led by Caleb Lawrence, the practice charges fees based on a percentage of assets under management and concentrates its allocations in publicly traded equities while offering discretionary portfolio services. The firm’s advisory activity also includes pension consulting services, but its core client base is individuals and families. Investment approach is pragmatic and equity-centered, with allocations tailored to client size and goals rather than broad institutional mandates.

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