About
Our investment research is based on an in-depth process we’ve developed and worked with for 30 years. We want to own companies where we know and understand their businesses.
Chad Clauser, CFA®
Partner and Advisor
Who We Are
Lawson Kroeker Investment Management, founded in Omaha, Nebraska is a third-generation wealth management firm that helps a select group of high-net worth clients achieve their life goals by providing investment advice and building custom investment solutions.
Lawson Kroeker provides a broad, thoughtful, prudent, and ongoing financial roadmap tailored to each client. We focus on and understand each client’s risk tolerance and needs—whether growth, capital preservation, tax mitigation, or special situations.
We also help clients with trust and estate management and philanthropy services.
Our disciplined and repeatable investment management process focuses on owning a small group of individual businesses’ stocks and bonds and holding them for a long time. We believe this makes our approach tax friendly. We further believe that our discipline regarding price and business quality benefits clients’ portfolios in the long run.
We are fiduciaries, so we are required by law to manage our client’s money for their benefit.
Our clients often come to us through client referrals and introductions from Omaha-based professionals such as accountants, lawyers, and bankers. Many come to us through community, school, and religious activities.
We are proud that our clients stay with us even when they move away from Nebraska, and our client’s adult children often stay with us for several generations.
Unlike many other firms, investors speak directly with our investment managers. This means you are talking with the person actually making your portfolio decisions, not someone who is outsourcing the responsibility to third party mutual fund managers. And because we manage money directly, without the use of outside managers, investors typically pay lower fees, which may mean higher returns over the long-term.
Thoughtful
Lawson Kroeker mindfully focuses on your needs, goals and risk tolerance. Our thoughtful investment process seeks to carefully select securities, producing concentrated portfolios in attractive businesses to help you build and preserve wealth.
Disciplined
Your long-term success derives in great measure from what we believe is our disciplined, deliberate, and diligent process—we work hard to pay fair prices (and not overpay) when we buy securities for your individual portfolio.
Independent
Being an independent firm means we listen and think about what investments are appropriate for you. We are not beholden to parent company directives or approved lists. We ourselves own the same stocks that we purchase for clients.
History
In 1986, Frank Lawson and Ken Kroeker formed Lawson Kroeker, guided by the principles of independence, discipline, and diligence to manage client portfolios and make thoughtful investment decisions. They sought to create an environment free from the “noise” of larger, more bureaucratic, trend-following investment firms. They hoped the firm would attract committed professionals who valued objectivity and prioritized client interests.
In our third generation, we still believe these foundational values are a cornerstone to our clients’ success. Our team remains true to focused, patient, long-term investing and wealth management, providing clients with a roadmap to building and preserving wealth.
Ken Kroeker
Co-Founder
1939-2026
Ken Kroeker co-founded Lawson Kroeker Investment Management with strong principles and a remarkable instinct for investing. Ken made a meaningful difference in the lives of his clients. His legacy is one of integrity, trust, and lasting impact.
He is remembered with deep appreciation for all he taught us as we continue to carry his work forward.
Frank V. Lawson, Jr.
Co-Founder
1924-2017
Frank V. Lawson, Jr., was the company co-founder and a great inspiration to our team. His knowledge, integrity and excellence impacted each of us. Frank offered his uncommon wisdom in the fields of investments, and of life, with great generosity.
Today, we confidently continue his work. We warmly encourage you to sit down in our office and learn more about Frank—and to find out how his philosophies are still a cornerstone of our work every day.
Investing in Omaha
Lawson Kroeker is deeply dedicated to Omaha. Since our founding in 1986, we’ve developed strong relationships with many families and institutions. The firm has also historically supported community groups and philanthropic efforts in and around Omaha. Some of our commitments, both in time and financially, have focused on higher education, the arts, and non-profit organizations, such as:
- Archdiocese of Omaha
- Bellevue University Investment Committee
- Creighton Heider College of Business
- Jewish Federation of Omaha
- Methodist Health Systems
- NorthStar Foundation
- Omaha Public Schools Facility Task Forces
- St. Cecilia Cathedral Educational Endowment
- Westside Community Schools Board of Education
Investing Aligned With You
Lawson Kroeker is invested in each client’s success. We provide personized wealth and investment management solutions custom tailored for you, based on our thoughtful, disciplined, and independent philosophy.
We own what we recommend to clients. When you succeed, we succeed. This means our investment goals are aligned with you.
Because we buy stocks and/or bonds for our clients, and don’t invest with outside managers or pay high distribution costs, we believe our fees are very competitive. Our fees are clear and transparent because we believe you should know what you are paying for.