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Lehrer Management Company is a registered investment adviser providing personalized investment management services including portfolio management, financial analysis, and planning. We service accounts of individuals and couples, as well as trusts, IRAs, and retirement plans. We also service business, custodial, and collateral accounts.

LMC has the necessary organization, experience, and expertise to exercise “discretion” over the accounts, which means the clients are relieved of the necessity of making investment decisions which they are not prepared for or not interested in making.

Unlike some investment advisors and financial planners, we do not sell any products nor do we receive any commissions from third parties for recommending investments to our clients. We derive our entire fee income from our clients, and our focus is the achievement of our client’s financial goals.

   

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Asset Management, Money Management and Money Managers in San Jose, California.

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