Founded more than 30 years ago, Lee, Danner & Bass, INC. offers active investment management oversight of our clients’ assets in customized portfolios to meet the specific objectives of every client account.  We do not use a cookie cutter approach to investing, as every relationship has unique objectives and a customized asset allocation.

We are an independent RIA firm

As an independent RIA firm, our focus is completely devoted to providing clients with exceptional investment strategies and highly personal service. We manage financial assets, to include publicly traded equity and debt, and our services are offered to individuals, endowment funds, retirement accounts, foundations, sponsors of employee benefit funds and corporations.