Access without boundaries

Large institutions and the wealthiest families have long had access to the most experienced talent and the most sophisticated investment instruments. That’s nothing new, but this is: Lee Munder Private Investment Management brings the same quality of investment expertise to private investors. With an average 20-year track record of successfully managing large individual and family accounts at leading financial institutions, our portfolio managers bring deep experience and field-tested judgment to the investment management process. Here, they are able to apply the same know-how to a broader range of clients in a very personal way.

Directly Accountable to You

True access to investment skill means direct access to those making investment decisions about your assets. For that reason, Lee Munder Private Investment Management does not impose a layer of client service representatives between you and your portfolio manager. Your portfolio manager controls your portfolio and implements portfolio changes based on a personal understanding of your specific investment objectives. When you initiate a relationship with us, your portfolio manager begins by assessing your investment profile: your tax situation, financial ambitions and level of concern regarding short-term fluctuations in value. Then we pursue a plan tailored to your needs, choosing strategies and individual investments that reflect your objectives. Throughout the relationship, your manager remains directly accountable to you, always available and prepared to address your questions and concerns.