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© Bourne Stenstrom Lent Asset Management

Bourne Stenstrom Lent Asset Management, Inc | 4 Charles Colman Blvd. | Pawling, NY 12564 | Phone: 845-855-1590 | Fax: 845-855-1542

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Bourne Stenstrom Lent Asset Management, Inc. is a Registered Investment Advisor and financial planning firm that specializes in managing portfolios for individual investors and smaller institutions and providing comprehensive financial planning.  We are fee-only investment advisors and financial planners, not stock brokers, we do not receive commission, we do not sell products; this enables us to remain completely objective and represent your best interests.  We provide investment management services that are personal, comprehensive, objective, competent, ethical and confidential.  We focus on a research driven approach with a goal of bringing the best value and highest quality of service to each client.

 

Our clients’ assets are held by third party custodians in the clients’ name in individual accounts, joint accounts, IRAs, personal trusts, corporations, and a variety of others.  We make investments on our clients’ behalf but we do not have access to their money.  We do not short stock or use derivates; all of the investments we recommend are listed on the major stock exchanges.

 

Bourne Stenstrom Lent Asset Management, Inc.

Welcome from our Chairman and Founder

Thank you for viewing our Web sight. I founded Bourne Management in April 1983 after I resigned as Vice President and Director of F. Eberstadt & Co., a company that was a manager of the Chemical and Eberstadt mutual funds, an investment banker, institutional money manager and an institutional research firm. The firm was later acquired by Marsh McLennan (the fund management business) and by A.G. Fleming (the institutional research and investment banking business). I believed I could help individuals who needed investment management services or those who did not want to take the time to manage their own portfolios. I had become convinced the investment counsel business was the best way to serve individuals because there is no conflict between the manager's objective and the client's. Also I was and still am a strong believer in the attraction of high quality growing companies. At Scudder, Stevens & Clark where I was a portfolio manager IBM was the main investment that made them successful. At Eberstadt, Xerox carried the day. At Bourne Management, Microsoft was our flagship in the early years and Celgene currently.

Donald W. Bourne, Chairman.

Bourne Stenstrom Lent Asset Management, Inc.

Established 1983

845-855-1590

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