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Lehman Financial Resources
Lehman Financial Resources is a bank / wealth / trust based in Media; the Altss profile covers its classification, headquarters, registration, AUM band, and...
Lehman Financial Resources
Lehman Financial Resources is a wealth management firm based in Media, Pennsylvania. It focuses on clients in North America.
General information
Firm type
Bank / Wealth / Trust
Location
Region
North America
Country
United States
City
Media
Corporate office
Media, PA, United States
Frequently asked questions
What types of clients does the firm serve?
Lehman Financial Resources serves individuals, trusts, estates, and retirement plan sponsors. The firm's client base centers on the greater Philadelphia region, though it can serve clients in multiple states where it maintains notice filings. The practice does not target institutional separate accounts of the scale sought by large pension consultants.
Who makes investment decisions at Lehman Financial Resources?
Investment decisions reside with the firm's principal or principals, who hold investment adviser representative designations. The firm does not publish a formal investment committee structure in public filings. For compliance purposes, all client-facing professionals are registered with the appropriate state securities regulator or the SEC.
How does the firm select the investments it recommends?
The firm uses a combination of fundamental analysis and modern portfolio theory to construct client portfolios. Its public disclosure documents state it screens mutual funds and ETFs on performance history, expense ratios, manager tenure, and style consistency. For individual securities, the process evaluates financial statements and market conditions against each client's specific investment policy statement.
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