Ken Kroeker, CFA®

“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 and energy in, you want something that can last indefinitely … and that’s what we offer.” – Ken Kroeker, Co-Founder, Lawson Kroeker Investment Management

Today, take a moment to learn more about Ken Kroeker, co-founder of Lawson Kroeker Investment Management. What you’ll read is an interesting and inspiring reflection of the very fabric of the company itself. Mr. Kroeker spent seventeen years at the Omaha National Bank (now U.S. Bancorp), the last nine years he was Trust Investment Chair before co-founding Lawson Kroeker Investment Management in 1986. He holds a B.A. Education, University of Nebraska (Kearney), and an M.A. Finance, University of Nebraska. Mr. Kroeker continues to generate investment ideas over all strategies drawing from his 40+ years of investment management experience.

 


Mr. Ken Kroeker carries around several little scraps of paper, jotting down quotes and bits of inspiration from everywhere. He can share lists of facts about his favorite U.S. presidents – having read many presidential biographies – and he thinks Arizona’s climate is just about perfect when winter hits his Omaha, Neb., home.

Reflecting on the company’s journey, now 30-plus years in the making, Mr. Kroeker explains what he says sets the team apart. “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,” he says. “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 and energy in, you want something that can last indefinitely … and that’s what we offer.”

This foundation of longevity isn’t a trend or an emerging idea. Mr. Kroeker explains that’s the philosophy that’s been in place since the company was founded in the 1980s alongside Frank Lawson. “When we started we said it would be a permanent firm. Frank and I owned stock in the company and we ‘ve sold that to Tom Sudyka and Bruce Van Kooten, both of whom had a strong history with Lawson Kroeker. And they’ve selected a few to sell it to as they move it forward, and it keeps going like that – instead of selling out the business to another investor or merging to another firm.”

Like many members of the Lawson Kroeker team, Ken has spent time working for large-scale or national firms, but he truly enjoys a different approach. “When I was with a big organization I seldom saw the clients. Now I see a lot of them. And because I understand what I’m doing and what they’re doing, there’s a good chance of having satisfied clients, lots of them. This is what makes the business successful and fun.”

An avid reader and quote collector, there’s an element of steadfastness that surrounds him and his work. “We always told our clients and prospects that we planned on this being a permanent firm and others would come after us. They can count on the firm being around and consistent and staying the same,” he says. “We keep it this way to preserve the philosophy, the approach and the culture.”

Send Ken Kroeker, Co-Founder, an email:  ken@lawsonkroeker.com