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.
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.
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 morelearn more
Lebenthal has a relationship with a private trust bank that can provide comprehensive trust and estate serviceslearn more
We can arrange margin loans, mortgages, non-purpose loans or premium insurance loans with our network of banking relationshipslearn more