• Committed to Serving Clients
    Excellent Service
    Adaptable Portfolios
    Prudent
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  • Value Equity Investment Philosophy
    Global All Cap Value Equity
    Balanced Portfolio Diversification
    Rigorous Valuation Framework
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Lesa Sroufe & Company, is a registered investment advisor that maintains firm-wide GIPS Compliance.*
* GIPS is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. Learn more. Client Relationship Summary

Goal

We seek to reduce risk while pursuing attractive growth and preservation of capital.

Strategy

Our decades of experience and contrarian mindset enable us to buy stocks near the point of maximum opportunity—typically when a stock is very out of favor.

Dedication

We are steadfast in our commitment to the needs and goals of our clients.