The professionals of Lee, Danner & Bass have been active managers of assets for decades, with collective experience from our professionals of more than 215 years. Our goal 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 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 research, our investment strategies and the individual securities selected for investment.
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.
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 investment policies, and then managing their important funds to meet their unique needs and guidelines.
Qualified Retirement Plans
Lee, Danner & Bass oversees significant retirement assets for our clients, as either a part of a qualified retirement plan or rollover Individual Retirement Accounts (IRAs). When managing assets in an IRA, we consider the objectives of the individual and his or her family, as those parameters have great influence on the allocation, liquidity and risk of the portfolio. For qualified retirement plans, we consider the circumstances and objectives of the plan’s participants. We develop and formalize an overall investment management policy and set of objectives for retirement accounts, as it is especially important for IRA accounts to complement the non-retirement assets of each client.