A Process Built on Investment Expertise

Lee Munder Capital Group distinguishes itself from wealth management firms by focusing on only one thing: investments. Our concentration on investments helps us achieve optimal asset performance for clients with high expectations.

The heart and soul of our firm lies in our ability to attract people with extraordinary talent and passion in all aspects of the investment process: research, investment decision-making and portfolio monitoring. We structure our teams by expertise within particular asset classes, investment styles and company sizes, and we provide account management for equity accounts, fixed income accounts and alternative investments.

To assure access to investments appropriate for your specific needs, you have one point of contact — your portfolio manager — who develops your investment plan and manages your actual investment portfolio, pulling from the full range of investment expertise delivered within Lee Munder Capital Group. Your portfolio manager selects appropriate asset classes and specific positions within those asset classes, seeking an optimal balance of returns and tax efficiency.