“We are focused upon maximizing the long term after tax returns
for our clients in various economic and market conditions while
emphasizing the preservation of capital.”
Lountzis Asset Management, LLC., (“Lountzis”) is an SEC registered investment adviser with offices in New York and Pennsylvania. The publication of Lountzis’s web site on the Internet should not be construed by any consumer or prospective client as Lountzis’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. The information on this website should not be construed as personalized individual advice.
A copy of Lountzis’s current written disclosure statement as set forth on Form ADV, discussing Lountzis’s business operations, services, and fees is available upon written request. Lountzis does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. This website may also contain views and opinions of individuals from the firm, there is no guarantee that these views and opinions expressed herein will come to pass. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.
Investing in individual securities carries its own idiosyncratic risk, which means returns may differ significantly from market indices.
We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.
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