Lountzis Asset Management, LLC., ("Lountzis") is an SEC registered investment adviser with offices in New York and Pennsylvania. The publication of Lountzis's web site on the Internet should not be construed by any consumer or prospective client as Lountzis's solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.
The information on this website should not be construed as personalized individual advice. A copy of Lountzis's current written disclosure statement as set forth on Form ADV, discussing Lountzis's business operations, services, and fees is available upon written request.
The information on this website should not be construed as personalized individual advice. A copy of Lountzis's current written disclosure statement as set forth on Form ADV, discussing Lountzis's business operations, services, and fees is available upon written request.
Services
Lountzis Asset Management, LLC is a registered investment adviser founded by Paul Lountzis in 2000. The firm operates as a multi-family office serving families, business-owners, high-net worth individuals, institutions and retirement plans, with fully customized portfolios. We build deep relationships with our clients, for whom we are focused upon preserving and then growing multi-generational wealth.
Our firm is 100% employee-owned and we have the majority of our liquid net worth invested alongside our clients. Our clients always come first and are the primary focus of everything we do, seeking excellence in our investment research, performance, and service. Encouraging dissent leads to an open culture, while respectful communication is the foundation of a successful work environment.
At Lountzis Asset Management, LLC we are focused upon maximizing the long term after-tax returns for our clients across various economic and market conditions while emphasizing the preservation of capital. This is our only objective.
To attain our investment objective, we invest the capital entrusted to us in equity and fixed income securities across a broad range of businesses with solid operating and financial fundamentals, led by capable management teams at attractive prices.We are value investors seeking to purchase securities selling at significant discounts to their underlying worth, and importantly, understand that growth is a component of value.
To attain our investment objective, we invest the capital entrusted to us in equity and fixed income securities across a broad range of businesses with solid operating and financial fundamentals, led by capable management teams at attractive prices.We are value investors seeking to purchase securities selling at significant discounts to their underlying worth, and importantly, understand that growth is a component of value.
We are value investors seeking to purchase securities at substantial discounts to their intrinsic value. We are flexible in our approach and are able to pursue a broad array of investment opportunities in various industries, geographies, and company size.
Our research-intensive process begins with ideas generated from a variety of sources including business publications, industry conferences, company management teams, competitors, customers, and contacts we have established relationships with over the past 30+ years.After an idea is generated, an intensive financial analysis is conducted evaluating the firm as well as its competitors.
Our research-intensive process begins with ideas generated from a variety of sources including business publications, industry conferences, company management teams, competitors, customers, and contacts we have established relationships with over the past 30+ years.After an idea is generated, an intensive financial analysis is conducted evaluating the firm as well as its competitors.
In a very short-term oriented world, our firm seeks long-term relationships with clients, colleagues, companies, and vendors. With ubiquitous technology providing instantaneous feedback, personal interactions continue to decline, as have long-term relationships.
We believe that integrity, trust, investment discipline - and always ferociously striving to do what is in the best interest of our clients - is an extremely valuable currency that we cherish as the foundation of our firm's guiding principles.We have found that building relationships with each of our clients by focusing upon their specific needs, goals and objectives requires a long-term focus on both sides.
We believe that integrity, trust, investment discipline - and always ferociously striving to do what is in the best interest of our clients - is an extremely valuable currency that we cherish as the foundation of our firm's guiding principles.We have found that building relationships with each of our clients by focusing upon their specific needs, goals and objectives requires a long-term focus on both sides.
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