Erik Lehr

Director of Research - Equity at

Empirical Financial Services LLC

42 year

Consumer Services

Finance

Profile

Mr. Erik J.
Lehr is a Chief Investment Officer & Principal at Empirical Financial Services LLC.
He oversees portfolio research, investment strategy execution, and the Portfolio Management team.
He works directly with clients to develop and maintain their investment portfolios.
He received his undergraduate degree and a graduate degree from the University of Oregon, and a graduate degree from the University of Washington.

Erik Lehr active positions

Companies	Position	Start
Empirical Financial Services LLC Empirical Financial Services LLC Investment ManagersFinance EWM’s investment philosophy is based on Modern Portfolio Theory (MPT). The firm typically incorporates 12 to 21 distinct asset classes when building portfolios. They seek to select investments that offer good asset class diversification at a low price. EWM determine the amount to allocate to each asset class based on each asset class’ risk characteristics and the investment goal of the model portfolio. They select mutual funds and ETFs based on their diversification characteristics, internal expenses and tax efficiency. The firm often selects institutional funds and investments that fall in the lowest quartile of expenses for their category.	Director of Research - Equity	31/05/2012

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Linked companies

Private companies	3
University of Washington University of Washington Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Oregon University of Oregon Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Empirical Financial Services LLC Empirical Financial Services LLC Investment ManagersFinance EWM’s investment philosophy is based on Modern Portfolio Theory (MPT). The firm typically incorporates 12 to 21 distinct asset classes when building portfolios. They seek to select investments that offer good asset class diversification at a low price. EWM determine the amount to allocate to each asset class based on each asset class’ risk characteristics and the investment goal of the model portfolio. They select mutual funds and ETFs based on their diversification characteristics, internal expenses and tax efficiency. The firm often selects institutional funds and investments that fall in the lowest quartile of expenses for their category.	Finance

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