Lee Danner & Bass Inc.
Lee, Danner & Bass, Inc. is an independent Registered Investment Adviser (RIA) firm based in Nashville, Tennessee. Founded in 1987, the firm specializes in active investment management, personalized asset allocation, and tailored portfolio strategies for individuals, endowments, foundations, retirement accounts, and corporate clients. It is known for its highly personal approach to financial advisory and comprehensive wealth management, with expertise in publicly traded equities and debt. The firm serves a diverse client base and employs experienced professionals dedicated to helping clients reach their financial goals.
Investment Strategy
Lee, Danner & Bass, Inc. employs a personalized, active investment management approach, crafting customized portfolios that align with each client’s unique financial objectives. Their strategy places an emphasis on diversification using publicly traded equity and debt instruments tailored to goals such as wealth growth, retirement planning, endowment management, and financial security. The firm eschews standard, packaged portfolios in favor of direct, relationship-driven asset allocation, seeking to empower clients with resilient, long-term investment solutions that adapt to market dynamics.
Top Holdings
Equity Positions (222)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HCA | HCA HEALTHCARE INC COM | 11.83% | $152.1M | 396,896 | $315.12 | $383.10 | +$13.7M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 10.81% | $138.9M | 286,007 | $405.19 | $485.77 | -$14.7M |
M MSFT | MICROSOFT CORP COM | 3.73% | $47.9M | 96,327 | $456.59 | $497.41 | +$11.5M |
A AAPL | APPLE INC COM | 3.71% | $47.7M | 232,422 | $216.75 | $205.17 | -$6.2M |
G GOOG | ALPHABET INC CAP STK CL C | 2.90% | $37.3M | 210,035 | $184.33 | $177.39 | +$4.2M |