ACCESS DISCIPLINED INVESTMENT MANAGEMENT
Founded in 1998, Laidlaw Group is a SEC Registered Investment Advisor. The firm’s sole function is to manage investment portfolios for its clients. The company’s managers, who are Chartered Financial Analysts (CFAs), manage portfolios consisting of
- US Stocks
- International Stocks
- Bonds and
- Exchange Traded Funds (ETFs)
Laidlaw Group actively selects individual stocks based on their fundamental earnings and cash flows to build its portfolios.
The firm’s clients include:
- Individuals and Families
- Institutions (Pension Plans, Endowments and Foundations)
- Trustees and Attorneys
- Investment Advisors
Clients choose Laidlaw Group because its research focused investment style produces portfolios that protect capital and the firm’s commitment to helping its clients meet their needs.
