Lebenthal Asset Management

Lebenthal Asset Management manages a range of strategies including U.S. and international equity portfolios and taxable and taxable and tax-exempt fixed income portfolios for high net worth individuals, institutions and non-profit organizations. Led by James B. Lebenthal, our portfolio managers believe market inefficiencies exist and attempt to harness these inefficiencies with the goal of producing attractive returns while moderating risk exposure.

LAM’s roster of experienced portfolio managers specialize in the following strategies: US All-Cap Value Equities, US Large Cap Growth Equities, US Mid-Cap Growth Equities, International Developed Equities, Emerging Market Equities, Global Equities, Income Equities, Covered-Call Option Strategy and Investment-Grade Taxable and Tax-Exempt Fixed Income. LAM is also a minority owner of Lebenthal Lisanti Capital Growth, LLC, a woman-owned registered investment advisor that specializes in US Small Cap and SMID Cap Growth Equities.

Extended Client Services

Clients’ financial needs involve much more than managing or advising on their assets. Lebenthal offers enhanced client services in a number of different ways that can add value to clients’ financial lives. We offer tailored family office services through our affiliate, Lebenthal Family Office, as well as trust, estate, insurance, security and lending services through relationships with trusted outside advisors.

FAMILY OFFICE

Lebenthal Family Office is available for clients who desire to outsource many of their financial needs, including bill-pay, budget, insurance, security and tax services and much more

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TRUST SERVICES

Lebenthal has a relationship with a private trust bank that can provide comprehensive trust and estate services

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LENDING SERVICES

We can arrange margin loans, mortgages, non-purpose loans or premium insurance loans with our network of banking relationships

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