Quote Collections, Permanence and a “Contrarian” Vision “When we look at a stock, we really are in it for the long-term. Everybody says they’re long term but they aren’t. We say we are, and we are. There are some stocks I’ve owned for 20 years. When you look for an idea to invest your time […]
Connecting Lawson Kroeker Clients With Investment Resources Years in the Investment/Finance Industry: 30 plus First Car: 1969 Ford Falcon Futura Sports Coupe ________________________________________________________________________________ What happens when a team member with a background including psychology, writing and even medical/legal death investigation comes to the table at Lawson Kroeke...
Monica Brings More Than 15 Years of Experience to the Lawson Kroeker Team Years in the Investment/Finance Industry: 15 plus First Car: 1987 Buick Somerset “It feels like joining Lawson Kroeker is like joining a family.” ________________________________________________________________________________ When you come to Lawson Kroeker, it won’t take long before you’ll notice that the investment pla...
A Great Business Manager Always Has Your Investment Portfolio Prioritized “We have a heightened ability to hear beyond the noise, to keep our focus and vision on what matters most – serving our clients and investing with their goals in mind. This is best achieved when we truly listen and make wise, client-focused decisions without […]
Serving Clients at Lawson Kroeker is Patrick Riordan’s Forte “I believe most people have a plan of what they want to accomplish with their financial assets, but many don’t really know how to execute it. I enjoy helping people develop their plan, but I really love helping them carry out their plan.” Years in the […]
Get to Know Chad, Lawson Kroeker’s Chartered Financial Analyst® “People should know the Lawson Kroeker story. The company was founded over 30 years ago and is now on a third “generation”, yet the culture and values are remarkably the same as when we started. This is rare in an industry that is very personality-driven and […]
Meet Lawson Kroeker’s Portfolio Manager, and Find Out Which Unique Money Lessons Shaped His Philosophy “Lawson Kroeker is a firm that plans to be around forever, passing the philosophy and management from one generation to the next. The company’s commitment to remaining an independent investment management firm really aligned with my beliefs back then. It […]
Investment Management That’s Focused, Flexible and Carefully Considered You have a lot of choices when it comes to investment management. You may have so many choices, in fact, that it can become challenging to know what you should be looking for in an investment management firm. When you come to Lawson Kroeker, you’ll see a […]
If you watch the headlines or listen to the news, you might wonder if you should be trying some new strategies or responding to media headlines for your investments. The answer is almost always a resounding no. While headlines and media topics may fly past you every day, the basics of sound investing remain consistent […]
Omaha World Herald, October 2, 2015 – Chad Clauser comments on the market’s response to ConAgra’s announcement to move headquarters
Omaha World Herald, September 14, 2015 – Tom Sudyka comments on the possibility of an interest rate change by the Federal Reserve and the need for investors to stay focused on the long-term.
Reuters, May 8, 2015 – Tom Sudyka comments on the pressure retailers are under to raise hourly wages as unemployment rates in the U.S. give workers more leverage.
Money Show, May 6, 2015 – Tom Sudyka discusses the fundamentals of the LK Balanced Fund and provides his thoughts on four favorite long-term investments.
April 20, 2015 – It is our pleasure to announce that Chad Clauser, CFA has joined our investment team as vice president and portfolio manager. Chad comes with a wealth of experience within the investment management industry, having spent ten successful years at several large financial institutions. Chad earned his bachelor of science in business […]
CNBC, April 9, 2015 – On CNBC’s “Markets Now”, Tom Sudyka provides his insight on a couple stock picks.
CNBC, March 11, 2015 – Tom Sudyka shares his opinion on whether or not there is an alternative to U.S. equities.
TheStreet, March 11, 2015 – In light of recent drop in energy prices, Tom Sudyka provides his insight on a few stock picks.
Bloomberg Radio, March 10, 2015 – During an interview with Bloomberg’s Michael McKee, Tom Sudyka discusses the Balanced Fund and the market.
Investor’s Business Daily, February 26, 2015 – Tom Sudyka says that acquiring the next generation of advisers is a big issue for the industry. “You may want a nice continual flow and continuity for your clients.”
Ticker, January 19, 2015 – Proponents of a balanced strategy, Bruce Van Kooten and Tom Sudyka, they discuss the strategy and investment process of the LK Balanced Fund during this Q&A interview. They believe that most investors need a balance in their financial life and that a balanced product tends to keep investors involved in the market in times […]
CNBC, January 15, 2015 – Tom Sudyka thinks the stronger dollar will continue and prefers investing in the U.S. He comments on a few of his preferred stocks.
January 9, 2015 – It is our pleasure to announce that Nick Bedlan has joined our investment team as vice president and portfolio manager. Nick brings over 13 years of experience and a track record of success in the investment industry. A Nebraska native, he earned his bachelor of science in business administration from Nebraska Wesleyan University […]
Bloomberg Radio, December 23, 2014 – Bruce Van Kooten talks with Carol Massar about the LK Balanced Fund strategy, providing his perspective on a mix of stocks and bonds. He also comments on a few stocks.
US News & World Report, January 14, 2015 – Investing requires a balance, says Tom Sudyka. He suggests that investors invest in what they can understand.
CNBC, November 14, 2014 – Regarding the possibility of losing market share to index tracking funds, Tom Sudyka believes it’s better to focus on investing for the long term, owning high quality companies for the long term, and looking through the short-term volatility.
CNBC’s Power Lunch, October 8, 2014 – As stocks struggle for direction, Tom Sudyka discusses nervousness in markets as earnings season approaches.
Forbes, October 16, 2014 – Tom Sudyka sits down for a Q&A feature with Wally Forbes.
The Wall Street Transcript, September 29, 2014 – Bruce Van Kooten and Tom Sudyka discuss their long-term investment focus.
MoneyShow, August 25, 2014 – Tom Sudyka discusses the bottom-up approach of Lawson Kroeker with Steven Halpern. He believes that focusing on individual securities and analysis positions portfolios to handle rising rates or deflation.
Bloomberg Radio, July 30, 2014 – During Bloomberg Radio’s “Taking Stock” segment, Tom Sudyka discusses the markets and looking for value with Bloomberg’s Pimm Fox and Carol Massar.
Omaha, Neb, June 27, 2014 – Lawson Kroeker Investment Management announced today its inclusion among the 2014 Financial Times Top 300 Registered Investment Advisers. The firm joins financial advisory firms from 37 states and Washington D.C. in being selected to the list.
Kearney, Neb., May 1, 2013 – The 2013 Distinguished Alumni Achievement Award will be presented to Kenneth W. Kroeker during the University of Nebraska at Kearney College of Business and Technology Honors Night on May 2.
Opinions expressed are those of the author or speaker., and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice.