Our Philosophy
The professionals of Lee, Danner & Bass have been active Financial Asset Managers in Nashville for decades, with collective experience from our professionals of more than 215 years. Our goals, as an investment manager, is to preserve and enhance our clients’ capital. We seek to achieve the highest possible investment return for our clients, consistent with their individual objectives and constraints. Above all else, our Investment Firm is committed to quality. Appropriately, this standard begins with people. Ours is a service business, and the quality of the service provided is a direct reflection of the quality of the people performing it. It also applies to our investment research, investment strategies and individual securities selected for each investment.
Individual Securities & Investment Strategies
Lee, Danner & Bass has tremendous experience in the management of investment assets for high net-worth individuals and their families. Every client has unique individual needs shaped by income, liquidity requirements, risk tolerance, timeframe and other factors. Defining each client’s needs at the outset and responding as those needs change over time is a prerequisite to creating a personalized investment strategy that will help each client achieve his or her investment objectives. This customized investment approach and ongoing client communication also allows us to manage our clients’ assets in a tax-efficient manner.
Foundations & Nonprofit Investment Policy
Lee, Danner & Bass is an experienced manager of investment assets for numerous non-profit organizations and charitable institutions. We are conscious of the fiduciary responsibility and considerations attendant to serving as investment advisors for our eleemosynary clients. Our approach to asset allocation for an endowment fund is dictated by the client’s risk profile, its cash flow needs from the fund corpus, and the time horizon upon which the objectives are measured. We have significant experience in helping not-for-profit clients in creating and refining their nonprofit investment policy, and then managing their important funds to meet their unique needs and guidelines.
Qualified Retirement Plans -
Financial Planner
Lee, Danner & Bass provides expert management of retirement assets for clients across Nashville, whether through qualified retirement plans or rollover Individual Retirement Accounts (IRAs). With a focus on tailoring each strategy to the client’s unique needs, their team considers both the individual’s financial objectives and family goals, ensuring optimal allocation, liquidity, and risk management. When it comes to retirement plans in Nashville, their approach is comprehensive, developing long-term investment strategies and formalizing an overall investment policy that aligns with the client’s non-retirement assets. This holistic management ensures that IRAs and other retirement plans work in harmony with the rest of the client’s financial portfolio, offering stability and growth potential for a comfortable future. If you’re searching for a trusted partner to guide your retirement plans in Nashville, Lee, Danner & Bass has the expertise and experience to help you achieve your financial goals.
This strategic approach to retirement planning helps clients optimize both short- and long-term financial objectives while keeping risk balanced and retirement assets maximized for future security.