Lenape Investments is an independent investment management firm founded in 2015 and based in West Chester, Pennsylvania. Led by founder and Chartered Financial Analyst Carter H. Lee, the firm specializes in building individually managed portfolios consisting primarily of large-cap United States equities that offer a mix of dividend income and growth potential. Lenape uses an internal, fundamental-based investment process focusing on company-specific financial health, combined with macroeconomic and technical analysis, to construct diversified portfolios of 30 to 40 stocks tailored to each client's specific Investment Policy Statement. The firm operates on a fully discretionary basis, meaning Lenape makes investment decisions on behalf of clients without asking first, while adhering to the CFA Institute Code of Ethics. Lenape focuses exclusively on investment management and does not offer standalone financial planning services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are non-negotiable and apply to all clients at a flat rate of 0.75% annually. There is a minimum annual fee of $750.