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How far we’ve come, how little we’ve changed

December 31, 2009

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Categories: Year-End

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LK Balanced Fund

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402-392-2606
1926 S. 67th St., Suite 201
Omaha, NE 68106
[email protected]

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Lawson Kroeker Investment Management, founded in Omaha, Nebraska is a third-generation wealth management firm that helps a select group of high-net worth clients achieve their life goals by providing investment advice and building custom investment solutions. Our clients include those nearing or in retirement, business owners, career professionals, and people with new and special situations in their financial lives, such as the sale of a business, inheritance, widowhood, divorce, or a generational wealth transfer. Lawson Kroeker’s disciplined, patient investment management process focuses on owning a small group of individual businesses’ stocks and bonds. Established in 1986, the firm has approximately $600 million in assets under management.

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