Landy Investment Management provides personalized investment portfolio management for individuals and trusts. Arnold Landy manages client portfolios on a discretionary basis, focusing primarily on stocks, bonds, mutual funds, and exchange-traded funds. The investment strategy involves building diversified stock portfolios during favorable economic periods and shifting toward fixed income and money market funds when a recession is anticipated. Landy Investment Management operates independently, accepting no commissions or compensation for selling financial products. Client assets are held by independent custodians, and accounts are reviewed weekly.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are 1.25% annually and are not officially negotiable, though Landy Investment Management may reduce the fee for clients with modest financial status, hardship, or accounts exceeding $500,000.