Business Details
23 Years
experience
Trusted Investment Advisory Services in Boston
Established in 2003, we provide high-quality investment management services tailored to high-net-worth individuals and families. Our approach challenges conventional market behaviors through contrarian investing, leveraging market overreactions to create long-term value. We emphasize stocks as a portfolio foundation, supported by rigorous diversification across sectors and market capitalizations. Our disciplined investment process minimizes emotional decision-making, prioritizing strategic opportunities in undervalued securities.With decades of combined experience in finance and structured analytics, our team delivers personalized portfolio management aligned with client-specific goals. We specialize in Sustainable Value Strategy while offering diversified solutions integrating fixed income, real estate, and international assets. Our philosophy stems from the belief that independent thinking outperforms herd-driven investing over complete market cycles.
Services
Portfolio Management
Diversification Strategy
Contrarian Investing
Sustainable Value Strategy
Asset Allocation
Wealth Management
Details
- Year established: 2003
Highlights and features
- We implement a disciplined contrarian investment process developed over 20 years
- Our stock-centric portfolios combine sector diversification with market timing expertise
- We focus on undervalued securities overlooked by mainstream investors
- Our team combines academic rigor with practical structured finance experience
- We offer personalized portfolio management tailored to individual client objectives
Services
Investment Management
We manage customized investment portfolios for high-net-worth individuals, combining core stock holdings with diversified asset classes. Our approach focuses on long-term growth through strategic allocation across sectors and market capitalizations. By identifying undervalued opportunities, we create portfolios designed to outperform market benchmarks while managing risk through diversified exposure.
Contrarian Investing
Our contrarian investment strategy identifies overlooked securities by analyzing market sentiment and pricing inefficiencies. We capitalize on short-term investor overreactions to acquire high-quality assets at favorable valuations. This approach seeks to generate above-market returns through disciplined selection of underpriced stocks and sectors that align with long-term economic fundamentals and growth potential.
Wealth Management
We provide comprehensive wealth management solutions tailored to individual client goals, incorporating tax-efficient strategies and multi-generational planning. Our services address estate planning needs and liquidity management while maintaining portfolio alignment with evolving financial objectives. We focus on preserving and growing family wealth through strategic investment approaches and customized financial roadmaps.
Portfolio Diversification
Our diversification strategies implement across-asset-class allocations to mitigate portfolio volatility while maintaining growth potential. We combine U.S. and international equities with fixed income, real estate, and alternative investments. By spreading exposure across uncorrelated asset classes and market sectors, we create balanced portfolios that maintain resilience through different market cycles and economic conditions.
Sustainable Value Strategy
This flagship strategy focuses on building core stock portfolios through fundamental analysis of long-term value indicators. We select companies with strong financial metrics and undervalued market positions, emphasizing business durability and management quality. The approach combines quantitative analysis with qualitative assessments to identify sustainable growth opportunities that align with our contrarian investment philosophy.
People
Jay Lebed
Founder & CEO
Ph.D. in philosophy and psychology from MIT, 14 years at Lewtan Technologies in securitization accounting, and 20+ years managing investment portfolios. Founded Lebed Asset Management in 2003 based on contrarian investment principles developed through academic and financial industry experience.
Bradford G. Williams
Director of Mutual Fund Research
MBA from Northeastern University with 25+ years in investment research. Former director of investment research at Wingate Financial Corporation and Boston Investment Advisers. Manages portfolios and conducts in-depth mutual fund analysis for client investment strategies.
Katherine Bennett
Client Concierge
25+ years of investment industry experience including roles at Charles Schwab and Moseley Securities. MBA from Simmons College with expertise in client relations and retirement planning. Provides personalized service and investment guidance to high-net-worth clients.
Questions
What investment approach distinguishes Lebed Asset Management from other firms?
We employ a contrarian investment strategy that identifies undervalued securities through market sentiment analysis and fundamental research, focusing on long-term value rather than short-term trends while maintaining disciplined risk management through diversified portfolios.
What types of clients do you work with?
We specialize in serving high-net-worth individuals and families nationwide, providing tailored investment solutions that address specific wealth management needs and long-term financial objectives across different economic environments.
What services are included in your portfolio management?
Our services feature core equity portfolios, diversified asset allocation, sustainable value strategies, and customized wealth planning solutions incorporating tax-efficient approaches and multi-generational considerations to meet individual client needs.
How do you explain your investment philosophy?
Our philosophy combines contrarian investing with disciplined portfolio management, seeking undervalued opportunities in markets dominated by herd mentality while maintaining diversified exposure across asset classes and geographic markets to optimize long-term returns.
How can I schedule an appointment for investment consultation?
Contact us at (617) 722-8322 to schedule a consultation where we'll discuss your financial goals and determine how our investment strategies can help you achieve long-term wealth management objectives tailored to your specific needs.
What experience does the management team bring to clients?
Our team combines academic excellence with decades of practical investment experience, featuring expertise in structured finance, portfolio management, and client relationship management developed through decades of service in the financial industry.
