Family Office
Lutz Financial
Lutz Financial is a US investment advisory firm founded in 2000 and headquartered in Omaha, Nebraska, serving private and institutional clients.CIO Josh Jenkins leads the firm's investment approach. Jenkins previously held positions at CLS Investments as portfolio manager and research director. He also spent over two y…
Asset classes & sectors
Fixed incomeReal Estate
Decision-makers
Justin Vossen
Investment Advisor, Principal
Mark Duren
ELECTED MANAGER
James Paul Boulay
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
Justin Bradley Vossen
MEMBER
Joshua R Jenkins
CHIEF INVESTMENT OFFICER AND PRINCIPAL
Joe Hefflinger
Investment Advisor & Principal
Nick Hall
Investment Advisor & Principal
Josh Jenkins
Chief Investment Officer, Principal & Investment Committee Chair
Jim Boulay
Investment Advisor, Managing Member
Members only
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