Lawson Kroeker Investment Management Inc

Lawson Kroeker Investment Management, Inc. is a SEC-registered investment adviser established in 1986 and located in Omaha, Nebraska. The firm offers individual portfolio management services on a fully discretionary basis, actively managing $682,713,010 of clients' assets as of December 31, 2024. Investment strategies are tailored to clients' needs through discussions on goals, time horizons, risk tolerance, and more. The firm also provides advisory services to the LK Balanced Fund, aiming for long-term capital appreciation and current income. Lawson Kroeker participates in a sub-advisory program, charging separate fees for its services. For individual portfolio management, fees are based on a tiered schedule ranging from 1.00% to 0.30% of assets under management. Clients may impose restrictions on investments, and fees are debited quarterly. Lawson Kroeker does not charge performance-based fees and manages various types of client accounts, including individuals, high net worth individuals, trusts, and corporations. The firm's investment philosophy focuses on fundamental analysis to identify undervalued securities and manage risk effectively. Clients must have a minimum market value of $1,000,000 for individually managed accounts, which can be waived in certain cases. Lawson Kroeker has a Code of Ethics, provides investment discretion, and does not receive compensation for client referrals. The firm does not provide custody services and maintains a transparent proxy voting policy. Lawson Kroeker's financial information is sound, with no bankruptcy proceedings or financial commitments affecting client obligations.