Overview

As fiduciaries ourselves we understand the relationship attorneys have with their clients and serve as a resource to strengthen and enrich these relationships. Our extensive experience working with clients across multiple generations prepares us well for this work. We are well versed in the numerous and often interrelated trust and estate issues attorneys may address with clients.

In many cases, LBA acts as a sub-advisor to law firms that serve as trustees for families, charities and other organizations.

We are ideally suited for this role when the client desires a portfolio of individually selected securities versus mutual funds. By using individual securities we can be absolutely specific about what the portfolio includes and excludes. This benefits the client, but also the law firm, which needs full transparency in its fiduciary relationship with the client.

Perspectives

LBA Monthly View | April 2021

– Notable: Hubble telescope, vaccines, lumber prices, spring cleaning, RV sales
– Company Highlights: Amazon, PepsiCo, AMT, GOOGL, Microsoft, Alphabet
– On Our Minds: Time is the edge

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POSTED IN: LBA Monthly View

LBA Monthly View | March 2021

– Notable: semiconductor shortages, TSA screening volumes, Chinese car sales, gig worker taxes
– Company Highlights: Keurig Dr. Pepper, Johnson & Johnson, Visa, Procter & Gamble
– On Our Minds: How has the ARK sprung a leak?

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POSTED IN: LBA Monthly View

LBA Monthly View | February 2021

– Notable: Lumber prices, bankruptcies, US greenhouse gas emissions, credit card spending, retail growth
– Company Highlights: Tyler Technologies, Amazon, Madison Square Garden, Apple Union Pacific
– On Our Minds: SPAC Attack

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POSTED IN: LBA Monthly View

LBA Monthly View | January 2021

– Notable: Instant ramen market, single-family home sales, bifurcation of US labor economy, mass vaccination sites
– Company Highlights: PepsiCo, Madison Square Garden Sports Corp, Johnson & Johnson, American Tower, Nvidia, Apple
– On Our Minds: The Tangible Thing About Intangibles

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POSTED IN: LBA Monthly View