Why Investment Management at Lawson Kroeker is Different by Design
September 16, 2019
When it’s time to select an investment management firm, you’ll notice a difference at Lawson Kroeker. Why? One of the core reasons is that the Lawson Kroeker team maintains a deliberately smaller client base, across a focused, in-house team. We believe this result is greater client levels of confidence – and continued success over time.

Here’s what some of the leaders at Lawson Kroeker have to say about this philosophy:

Bruce Van Kooten, Portfolio Manager:

“Confidence means trusting your manager to take the steps to preserve and increase wealth over a time period. It’s asking yourself if your firm is doing the best they can for you, and if you’re comfortable with what they’re doing – and how they’re doing it.

Clients should consider asking themselves, ‘Do I believe that Lawson Kroeker as a firm is doing the best they can for me? Am I confident with what they’re doing and how they’re going about doing it?’

We definitely have the talent here within this firm. Any of us could probably be successful on Wall Street or on either coast but we choose to live and practice our profession here.”

Tom Sudyka, Portfolio Manager:

“One of the things that drew us back to Omaha from Wall Street careers was the opportunity to own our own firm. Being the owner, you get to drive the direction to take care of the clients. It’s an entirely different set-up than most of the firms we compete with. Here, in our mutual fund, we know who our investors are, and for our separately managed accounts we know our clients personally. We are the ones making the decisions, and not farming it out to somebody else to make the decisions.”

If you are looking into investment management options, we hope you’ll include Lawson Kroeker in your consideration. Take a look at this video that tells a little bit more about what makes Lawson Kroeker different than the typical investment management firm.

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