Lotzer & Co,Inc.

Overview

Lotzer & Co, Inc. is an independent registered investment adviser that manages portfolios primarily for individuals, families and small-business clients, and also provides portfolio management services to businesses or institutional clients. The firm operates as a corporation owned by domestic entities and individuals. Its fee model combines percentage-of-AUM billing with fixed fees. Lotzer & Co, Inc. reports no focus on ESG investing and does not identify as a multi-state adviser or pension consultant. The firm manages client assets on a discretionary basis and does not present itself as a capital allocator. Advisory activities center on portfolio management rather than fund sponsorship or broad institutional consulting.

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Public Holdings

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Location & Offices