Profil
Ms. Karen A. Kellams is Portfolio Administrator at Lodestar Investment Counsel LLC.
Ms. Kellams joined Lodestar Investment Counsel in 1995.
Prior to that, she stayed at home to raise four children and was employed as an Administrative Assistant at their elementary school.
Anciens postes connus de Karen A. Kellams
| Sociétés | Poste | Fin |
|---|---|---|
Lodestar Investment Counsel LLC
Lodestar Investment Counsel LLC Investment ManagersFinance Lodestar Investment Counsel's investment strategies are designed to provide a risk-averse approach to long-term capital management that is tailored to meet each client's unique financial circumstances. The firm focuses on high quality financial assets, primarily stocks, bonds, and money market securities. Stock investments are made primarily in large-cap companies that are leaders in their industries. Lodestar focuses on stocks they believe are undervalued based on a variety of measures such as financial strength, earnings, dividends, etc. Based on the client's objectives, portfolios may be comprised of equity securities, municipal securities, corporate debt, US Government securities, mutual funds/ETFs, CDs, option contracts, publicly traded MLPs, commercial paper, and money markets and other short-term reserves. Lodestar's bond management approach is designed to generate a high quality stream of income for their clients, and for balanced accounts, to moderate the portfolio risk associated with stock holdings. | Sales & Marketing | - |
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| Entreprise privées | 1 |
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Lodestar Investment Counsel LLC
Lodestar Investment Counsel LLC Investment ManagersFinance Lodestar Investment Counsel's investment strategies are designed to provide a risk-averse approach to long-term capital management that is tailored to meet each client's unique financial circumstances. The firm focuses on high quality financial assets, primarily stocks, bonds, and money market securities. Stock investments are made primarily in large-cap companies that are leaders in their industries. Lodestar focuses on stocks they believe are undervalued based on a variety of measures such as financial strength, earnings, dividends, etc. Based on the client's objectives, portfolios may be comprised of equity securities, municipal securities, corporate debt, US Government securities, mutual funds/ETFs, CDs, option contracts, publicly traded MLPs, commercial paper, and money markets and other short-term reserves. Lodestar's bond management approach is designed to generate a high quality stream of income for their clients, and for balanced accounts, to moderate the portfolio risk associated with stock holdings. | Finance |
















