Lountzis Asset Management, LLC

Lountzis Asset Management manages investment portfolios for families, high net worth individuals, institutions, and retirement plans. They primarily allocate client assets among individual debt and equity securities. They also advise on investments like variable life insurance, annuity contracts, and assets in employer-sponsored retirement plans. Lountzis Asset Management offers limited financial planning services, including business, cash flow, trust and estate, financial reporting, investment, insurance, retirement, risk management, charitable giving, distribution, tax, and education planning. These planning services are offered in conjunction with investment management and are not available on a stand-alone basis.