LOUNTZIS ASSET MANAGEMENT, LLC Email Format
Investment ManagementPennsylvania, United States2-10 Employees
Lountzis Asset Management LLC is a registered investment adviser that builds customized portfolios for high net worth individuals, institutions, and retirement plans. Founded by Paul Lountzis in October 2000, the firm is headquartered in Reading, Pennsylvania, and operates with a small professional team. The firm pursues long-term after-tax returns while seeking to preserve capital across varying economic and market conditions. It operates within the investment management industry by offering tailored portfolio management services to its specialized client base from its Reading base.