We are dedicated to providing individuals and other types of clients with a wide array of investment advisory services. Our firm is a sole proprietorship formed in the State of California. Our firm has been in business as an investment adviser since 1998 and is owned by Joseph Lambert. Description of the Types of Advisory Services We Offer:Asset Management:We emphasize continuous and regular account supervision. As part of our asset management service, we generally create a portfolio, consisting of individual stocks or bonds, exchange traded funds ("ETFs"), options, mutual funds and other public and private securities or investments. The client's individual investment strategy is tailored to their specific needs and may include some or all of the previously mentioned securities. Each portfolio will be initially designed to meet a particular investment goal, which we determine to be suitable to the client's circumstances.
View Top Employees from Lambert Capital ManagementWebsite | http://www.lambertcapitalmanagement.com |
Employees | View employees |
Address | PO Box 4813, Santa Barbara, California 93101, US |
Phone | (805) 688-1982 |
Industry | Finance General, Finance |
SIC | SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5231 Companies, NAICS Code 523120 Companies, NAICS Code 523 Companies, NAICS Code 52312 Companies |
Looking for a particular Lambert Capital Management employee's phone or email?
Lambert Capital Management is based in Santa Barbara, California.
The NAICS codes for Lambert Capital Management are [52, 5231, 523120, 523, 52312].
The SIC codes for Lambert Capital Management are [621, 62].