The Lerner Group represents over 150 years of combined wealth management experience and has a profound understanding of the financial and economic landscape. We focus on your individual goals, guiding you towards prudent, long-term investment strategies to preserve and enhance your wealth.
We serve a wide range of clients including high net worth individuals, foundations, profit sharing plans, and pension plans. Our team manages portfolios with an academic, disciplined approach, developed by Dr. Lerner over the past 40 years. As portfolio managers, we act as thoughtful stewards of your wealth, capitalizing on opportunities in the market while minimizing risk.