Lawson Kroeker Investment Management
Overview
Established in 1986, Lawson Kroeker Investment Management is a third-generation wealth management firm based in Omaha, Nebraska. The firm specializes in providing investment advice and building custom solutions for high-net-worth clients, including those nearing or in retirement, business owners, career professionals, and individuals experiencing significant life events such as the sale of a business, inheritance, widowhood, divorce, or generational wealth transfer. With approximately $600 million in assets under management, Lawson Kroeker focuses on owning a small group of individual businesses' stocks and bonds, emphasizing a disciplined and patient investment management process. The firm's investment strategy is characterized by a disciplined, patient approach, focusing on owning a small group of individual businesses' stocks and bonds. This strategy is designed to build and preserve wealth over the long term, aligning the firm's investment goals with those of its clients. Lawson Kroeker is committed to being invested alongside its clients, ensuring that the securities recommended are also owned by the firm's principals. This alignment fosters a strong partnership between the firm and its clients, emphasizing shared success and mutual trust. Lawson Kroeker's investment philosophy is rooted in independence, discipline, and diligence. The firm operates as a fiduciary, legally required to manage clients' assets for their benefit. This commitment to fiduciary responsibility underscores the firm's dedication to acting in the best interests of its clients. The firm's disciplined investment process involves thorough research and a focus on understanding the businesses in which it invests, aiming to provide clients with personalized wealth and investment management solutions tailored to their unique needs and goals.
Investment Focus
- High-net-worth individuals
- Clients seeking personalized wealth management
- Individuals experiencing significant life events affecting financial planning
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Lawson Kroeker Investment Management
What sectors does Lawson Kroeker Investment Management invest in?
Lawson Kroeker Investment Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Omaha, United States. Lawson Kroeker Investment Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Lawson Kroeker Investment Management invest at?
Lawson Kroeker Investment Management backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Lawson Kroeker Investment Management invest in?
Lawson Kroeker Investment Management invests across United States.
Who are the partners at Lawson Kroeker Investment Management?
Team members listed for Lawson Kroeker Investment Management include Tom Sudyka (Managing Director) and Chad Clauser (Partner / Portfolio Manager).
What companies has Lawson Kroeker Investment Management invested in?
Lawson Kroeker Investment Management's portfolio includes Apple, Microsoft, Johnson & Johnson, ExxonMobil, Procter & Gamble, Visa, Pfizer and Berkshire Hathaway.
How do I contact Lawson Kroeker Investment Management?
Lawson Kroeker Investment Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
