Our Clients

An executive of a major hospital chain.  An auto mechanic.  An insurance executive.  A nurse.  A retired General Electric engineer.  A bank executive.  A retired Procter & Gamble secretary.  What do all of these people have in common?  They have all hired Labrador Investments, LLC as their investment advisor of choice!

At Labrador Investments, LLC, no matter what your walk in life, no matter if you are a millionaire or an investor just starting out on your investment journey, we can serve you.

Each of our clients is special and unique.  And so are our clients’ investment accounts. Our investment style is geared towards meeting your investment objectives.  We offer flexibility that is unmatched by larger firms.

Unlike big, impersonal banks and brokers, whose trust and brokerage personnel come and go, you can rest assured that your investment advisor will stay the same.   You are not just an account number when you hire us to be your investment advisor.

We also work closely with your CPAs, insurance brokers, and other financial services professionals to make sure that you have access to trusted professionals who are experts in their respective fields.  Feel free to keep your current advisors, or, we can recommend professionals in those areas that we already work with.

Labrador Investments, LLC is an independent investment advisory firm that is dedicated to helping individual investors realize their financial dreams. We also manage pension plans for small businesses and not-for-profits, including defined benefit plans, defined contribution plans, 401(k) plans and 403(b) plans. We are located just north of Interstate 275 and the Sharonville Exit on US Route 42.

We follow the CFA Institute Code of Ethics and Standards of Professional Conduct that set a higher standard than the law requires.  Ethical treatment of clients is a cornerstone of our philosophy.  Protections of client assets is essential.

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