Lee DeLorenzo called an “expert navigator and a patient but opportunistic investor” by Barron’s Advisor Editor Steve Garmhausen in the Advisor’s Profile page of this week’s issue.
The Garden City-based company develops, implements and monitors sophisticated plans and asset allocation solutions comprised of fixed income and equity strategies, alternative investments and hedges including options trading for our wealth management and corporate clients. Lee and her team of professional advisors run multiple strategies, including total return, momentum, growth and income and dividend investing. Right now, Lee sees opportunity in materials, energy and health care. Lee and her team select companies based, in part, on value, momentum and the chance for higher pricing or spending.
For 37 years, Lee has been a steward to her clients and staff and has always remained fiercely independent, acting as a fiduciary in all that she does. In Lee’s words, “At United Asset Strategies, we always put our clients first. We are committed to exceptional service and prudent, disciplined daily money management.”
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