(610) 375-2585

60 COMMERCE DRIVE, WYOMISSING, PA, 19608

260 MADISON AVENUE, NEW YORK, NY, 10016

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About Us

 

Lountzis Asset Management, LLC is a registered investment adviser founded by Paul Lountzis in October 2000 to manage customized portfolios serving high net worth families, 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. He began his investment career at a Pennsylvania-based strategic consulting firm before working for Royce Funds, a small-cap mutual fund company based in New York, NY, from 1988 through 1989.