Unclaimed
David Michael Lawson is a registered investment advisor representative with Conestoga Capital Advisors, LLC based in Wayne, PA. David has been in the industry since December 2008 and is a Chartered Financial Analyst. David's firm manages over $8.75 billion in assets for a variety of clients, including high-net-worth individuals, investment companies, pension plans, and charitable organizations. Conestoga Capital Advisors provides portfolio management services for individuals, businesses, and investment companies. David specializes in providing investment advice to clients in the areas of investment strategies, asset allocation, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
12/22/2008 - Present
Conestoga Capital Advisors, LLC (WAYNE PA)
Active
Inactive
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