LOUNTZIS

Lountzis Asset Management, LLC is a multi-family office serving families, business-owners, high-net worth individuals, institutions and retirement plans with fully-customized portfolios. We build deep relationships with our clients, for whom we are focused upon preserving and then growing multi-generational wealth. In utilizing best-of-breed software and technology, we provide families with unified reporting across all of their assets - public market investments, alternatives, physical assets, and more - and a holistic approach to preserving and growing their wealth.

Also known as: Lountzis Asset Management, LLC, Lountzis.com

Primary location: Wyomissing United States