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Lountzis Asset Management, LLC is a registered investment adviser founded by
Paul Lountzis in October 2000 to manage customized portfolios
serving high net worth individuals, institutions and
retirement plans.
Our investment objective is to maximize the long term
after tax returns for our clients in various economic
and market conditions while emphasizing the preservation
of capital.
Prior to forming Lountzis Asset Management, LLC, Mr.
Lountzis was employed by Ruane, Cunniff & Company,
Inc., New York, NY, a registered investment adviser
managing the Sequoia Mutual Fund as well as private
accounts, from 1990 through 1999 as an analyst, and
as a partner from 1995 through 1999.
Mr. Lountzis was an analyst at Royce & Associates,
Inc., New York, NY from 1989 through 1990 where he evaluated
small and mid-cap stocks for purchase in institutional
accounts as well as various mutual funds including the
Pennsylvania Mutual Fund.
Mr. Lountzis received a Bachelor of Science degree
with a concentration in Finance and Management from
Albright College, Reading, Pennsylvania in 1986.
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