Lumbard & Kellner, LLC

Investment counseling you can trust.

Lumbard Investment Counseling is a traditional investment advisory firm. located in Hollis, NH.

Click here to see every newsletter we’ve written since 2002.







 Lumbard Investment Counseling has one mission and a single focus - excellent investment performance and financial counseling.


Lumbard Investment Counseling is engaged in the management of equity and fixed income securities on behalf of individuals and trusts.











Lumbard & Kellner, LLC offers focused and unique investment management services to individuals and institutions. Here you will find:

  • Low management fees which include the cost of custody at a major bank. Your assets are held in your name, and continue to be identified as your property – unlike assets held in a margin account by a brokerage firm.
  • A Commitment to Service
  • We pride ourselves on the trust we have built with our clients. We’ve been at the same location for more than 28 years, and have no plans to move.
  • If you’d like to read our 2020 forecast for the economy and the markets, please click here.




© 2020 Lumbard & Kellner, LLC • PO Box 749,  Hollis, NH 03049 • 603-465-7700