Senior Vice President - Financial Advisor, Consulting Group
My name is Norman Lehrer. It is important to me that I know my clients, their families and their goals. Often times, the financial future of generations is entrusted to me, and there is nothing I value more than making sure I understand and help achieve the goals, dreams and obligations of the family.
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
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Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, contact me.
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