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TWST: Please start with an overview of Lodestar Investment Counsel and your
responsibilities there.
Mr. Dearborn: Lodestar Investment Counsel is a registered investment advisory
firm. Our firm was established in 1989 with the purpose of providing independent
and objective investment counsel, without any conflicts of interest, to wealthy
individuals, families, trusts and related portfolios. I am the President of
Lodestar Investment Counsel and we are headquartered in Chicago. TWST: Is every portfolio customized for each individual's needs?
Mr. Dearborn: That is correct. Our entire investment approach is based on a very
personal relationship with our clients and, as a result, all portfolios are
custom managed to meet the investor's specific investment objectives, both near
and longer term. We do have a common investment philosophy that runs through all
of our client portfolios, but the allocation between fixed income and equities,
the amount of risk that's assumed in each portfolio, and any income constraints
or other circumstances that are important to that investor are taken into
account.
Tickers included in this excerpt: AIG, CSCO, ECA, GE, KO, M, MS, PCL, PFG, WAG, WMT, XOM, ZMH
For more information call (212) 952 7433. The
Wall Street Transcript does not endorse any of the comments made by interviewees, and does
not make stock recommendations.
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