
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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The Lerner Group represents over 150 years of combined wealth management experience and has a profound understanding of the financial and economic landscape. We focus on your individual goals, guiding you towards prudent, long-term investment strategies to preserve and enhance your wealth. We serve a wide range of clients including high net worth individuals, foundations, profit sharing plans, and pension plans. Our team manages portfolios with an academic, disciplined approach, developed by Dr. Lerner over the past 40 years. As portfolio managers, we act as thoughtful stewards of your wealth, capitalizing on opportunities in the market while minimizing risk. Hightower...
Financial planning,asset management,estate coordination,and legacy planning
The lerner group at hightower operates in the Financial services industry.
The lerner group at hightower's revenue is 11m - 100m
The lerner group at hightower has 11 - 50 employees.
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