What We Do
Butler, Lanz & Wagler manages the investments of individuals and institutions. We offer two different portfolios with completely different objectives. Our Growth Portfolio, as the name implies, has growth as its only objective. The sole objective of the Income Portfolio is to generate income without touching the principal of the investments held. Our clients participate in one or both of these portfolios, depending on their personal objectives. While the two portfolios have different objectives, the same philosophy drives the investment selection process in each. That philosophy is that the most significant determinant of investment price movement is the state of the economy - both national and global.