Helping individual investors realize their financial dreams
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 … Read More...
We are held to a higher standard than brokers, called the Fiduciary Standard. Brokers are held to a Suitability Standard.
To learn more about this critical difference, click here
We provide our clients with a brochure, called a Form ADV Part 2, that describes exactly how we do business. See our Form ADV Part 2 here
We use Charles Schwab & Co., Inc. as our primary custodian. To learn more about Charles Schwab’s special web site for our clients, called Schwab Alliance, click here.
We make transferring your account to us easy! We help you fill out forms to roll over your 401(k), 403(b) and other accounts to the independent custodian that will hold your assets.
If you desire, we will vote the proxies for you. (Many investment advisors don’t.)
Clients now have more ways to access their account information.
Charles Schwab offers a special web site that is devoted exclusively to clients of institutional investors such as Labrador Investments. Click here to access your account
Charles Schwab also offers a special app for your smart phone so that you can securely access your account information. It's easy! Just go to your Droid or iPhone App store and download the Schwab Alliance app today!
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Please call our receptionist at (937) 704-9400, (Eisthen Associates, an associate of Labrador Investments)