A Disciplined Approach to Help Get You There


Our investment strategies aim to build your long-term profitability. Instead of picking the hottest stocks, we rely on a strict investment methodology to help ensure your portfolio is aligned with your best interests.

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A Solid Investment Strategy

We’ve created diversified strategies that use equity, fixed income, and alternative asset classes to bring you broad market participation. Through a blend of modern investment theory, our approach provides daily oversight, systematic rebalances, and tactical risk adjustments to your portfolio.

  • Daily Oversight: Your account is managed by our team daily and we’re always ready to talk.
  • Systematic Rebalances: We seek to maintain optimal weightings to buy low and sell high.
  • Tactical Risk Adjustments: We proactively shift risk up or down based on market conditions.

Each portfolio receives the same level of attention through our efficient Model Management System.

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Lohr & Company Equity/Alternatives

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Lohr & Company Fixed Income

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