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. The bank collects dividends, tracks corporate changes, sends you monthly statements, and sends you an annual tax summary that your accountant will love.
  • A Commitment to Service
  • We pride ourselves on the trust we’ve built with our clients. We’ve been at the same location for more than 30 years, and have no plans to move.
  • If you’d like to read our 2024 forecast for the economy and the markets, please click here.




© 2024 Lumbard & Kellner, LLC • PO Box 749,  Hollis, NH 03049 • 603-465-7700