General Info

Founded in 1989, Croft Leominster is a registered investment advisor firm that works under the Investment Advisory Act of 1940. It manages portfolios for high net worth individuals, foundations, endowments, pension and profit sharing plans, 401Ks, and traditional and Roth individual retirement arrangements. Croft Leominster also offers two mutual funds that include the Croft Leominster Value Fund and the Croft Leominster Income Fund. The firm is located in Baltimore. Croft Leominster has a staff of portfolio managers, research analysts, account administrators and client service specialists. The firm also provides guidance to its clients on a wide range of financial matters, such as retirement, estate and educational expense planning, portfolio evaluations of outside investments, bank custodian services and fee analysis and charitable giving options.