Overview
Firm Description
Lederer & Associates Investment Counsel is a Registered Investment Adviser with the SEC. The firm, which
was founded in 1986, provides "investment supervisory services," defined as the giving of continuous
advice as to the investment of funds on the basis of the individual needs of each client.
Lederer & Associates is wholly owned by RAL Holdings, which is wholly owned by Richard Lederer. As a
result, Mr. Lederer owns 100% of Lederer & Associates. RAL Holdings is a non-operating company with
no other affiliations.
Types of Advisory Services
Lederer & Associates manages equity, fixed-income, and balanced portfolios. All portfolios are managed
separately. Based on your goals and objectives, we establish asset allocation targets, the type of equity
strategy, and the appropriateness of taxable and/or tax-exempt bonds for each portfolio. You may
impose restrictions on investing in certain securities or types of securities.
Assets under Management
Lederer & Associates had $216,783,371 of assets under management as of November 30, 2023. All of
these assets were managed on a discretionary basis.