Lebed Asset Management

Our Vision: Building Wealth Through Contrarian Investing

Lebed Asset Management, LLC. is an independent registered investment advisor serving high net worth individuals and families across the country. Founded in 2003, we empower clients to achieve their financial goals through a contrarian investment approach focused on long-term value creation.

Our Values

• Independent Thinking: We take an independent view of the market, seeking undervalued opportunities missed by the majority.
• Long-Term Focus: We prioritize a long-term investment horizon, prioritizing sustainability over short-term swings.
• Disciplined Process: Our rigorous investment process minimizes emotional decisions and maximizes opportunity.

Our Services

We offer comprehensive investment management services, including:

1. Core Portfolio Management

• Building diversified portfolios centered around individual stocks.
• Utilizing our Sustainable Value Strategy to identify undervalued opportunities.
• Tailoring portfolios to individual risk tolerance and financial goals.

2. Comprehensive Financial Planning

• Working alongside clients to establish financial plans that align with their unique objectives.
• Providing guidance on estate planning, philanthropy, and other wealth management aspects.

3. Commentary and Research

• Sharing our market insights and analysis to help clients make informed investment decisions.
• Providing personalized explanations of our investment process and portfolio holdings.

Our Team

Our experienced team of professionals brings diverse expertise in investment management, philosophy, and client servicing to Lebed Asset Management. We are driven by a passion for exceeding expectations and delivering exceptional client outcomes.

Meet our founding members

• Jay Lebed, PhD: Founder and CEO - PhD in Philosophy & Psychology, extensive experience in quantitative finance.
• Bradford G. Williams, MBA: Director of Mutual Fund Research - Extensive industry expertise in portfolio analysis and research.
• Katherine Bennett, MBA: Client Concierge - Over 25 years of experience in client service, investment consulting, and wealth management.

Join Us on the Path to Financial Growth

If you seek a unique and proactive approach to wealth management that prioritizes long-term value creation and independent thinking, reach out to Lebed Asset Management today. We would be honored to discuss your individual needs and create a customized investment strategy for you.