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.
Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »
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.
Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.
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