About

Labrador Investments, LLC was established in 1998 to help clients realize their financial dreams. Our vision is to provide truly customized service to clients that is typically not available from large institutions such as banks and brokerage firms.

Experience and Credentials

 

  • Investment management for individuals, businesses, pension funds and pooled investments.
  • Preparation of written investment reviews (mix of stocks, bonds, cash and mutual funds) with a detailed analysis of each asset, including recommendations and action plans.
  • Research used in investment analysis and selection includes global markets; international economics; and evaluation of individual stocks, bonds, mutual funds and commodities.
  • Experienced staff: Chartered Financial Analyst (CFA) serving clients for over 20 years.
  • Published and quoted in The Wall Street Journal
  • Quoted in SmartMoney
  • Quoted on the ABCNews.com web site.

 

Professional Affiliations

    • CFA Institute
    • Cincinnati Society of CFAs
    • American Institute of Certified Public Accountants (AICPA)
    • Business Networking International (BNI, Inc.)
    • Finance Expert on JustAnswer.com web site

Regulatory Filings

Please refer to our >SEC Form ADV Part II for more information.

https://labradorappointmentscheduling.as.me/