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About Lee, Danner & Bass, Inc.
Lee, Danner & Bass, Inc. is committed to maximizing client investment returns through a long-term, customized approach. As dedicated long-term investors, they prioritize achieving client objectives over short-term performance trends.
Their strategy revolves around meticulous asset allocation in stocks, bonds, and money market equivalents to effectively manage market risks. They emphasize that large investment relationships should avoid mutual funds, which often entail additional fees.
Lee, Danner & Bass tailors diversified portfolios for clients by utilizing individual equity and debt positions. Their investment philosophy combines top-down analysis with in-depth company research, considering economic and political influences on the financial market.
With a cumulative experience of over 215 years, Lee, Danner & Bass's financial asset managers aim to preserve and enhance client capital, all while aligning with each client's unique goals and constraints.
The firm takes pride in its commitment to quality, which begins with its people. They emphasize personalized investment strategies and tax-efficient asset management. Lee, Danner & Bass manages significant retirement assets for clients, understanding the importance of aligning investment strategies with individual and family objectives.
Founded over 30 years ago, Lee, Danner & Bass, Inc. does not employ a one-size-fits-all approach, instead, crafting customized portfolios to meet the specific goals of each client account.
Pricing options
Regulatory filings
Areas of specialty
- Wealth Management
- Retirement Planning
- Financial Planning
More about Lee, Danner & Bass, Inc.
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 111002 | 6 |
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