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Lear Investment Management launches with USD100m in AUM


Lear Investment Management, a Dallas-based investment advisor headed by Frederick ‘Rick’ Lear, has launched with approximately USD100 million under management. 

Lear Investment Management will serve select individuals, families, foundations and endowments through an investment process that balances: (1) quantitative analysis; (2) rigorous fundamental research grounded in capitalising on global economic trends; and (3) keen attention to risk management. Lear will also serve as a sub-advisor to financial advisors seeking an investment manager with Lear's unique investment capabilities.

Lear says: "Lear Investment Management reflects the cumulative investment expertise and lessons I have internalized over almost two decades. Over that time, I have been deeply fortunate to build the kind of investing track record, skill set and relationships that drive superior performance. I am grateful for the support my clients have demonstrated thus far, and I look forward to building a world-class firm that delivers excellent performance and service for many years to come."

The Lear Investment Management team is comprised of research-driven experts oriented around creative intelligence gathering. The vast experience of the research team, coupled with its differentiated investment process, will facilitate Lear's ability to develop – and act upon – a global investment thesis.

Lear brings two decades of experience in investment management to Lear Investment Management. His career has been spent almost entirely at independent, unbiased, boutique investment managers including, most recently, Sloan Wealth Management in Dallas. Previously, Lear served as Vice President at Neuberger Berman and as a Senior Investment Planning Analyst with Sanford C Bernstein & Co in New York, Los Angeles and Dallas. At Bernstein, Lear was tapped to participate in the firm's Wealth Management Group to help solve complex investment dilemmas for high net worth families across the nation. He also served as a Portfolio Manager for US Trust in New York on a team responsible for a multi-billion dollar quantitative, equity investment strategy. After working in New York City and Los Angeles for the largest asset managers in the country, Lear now resides in Dallas, his hometown, with his wife, Laura, and their four children.

A graduate of Southern Methodist University and the Securities Industry Institute of The Wharton School of the University of Pennsylvania, Lear serves on the board of trustees of Lamplighter School, the board of trustees of Vogel Alcove and the board of trustees of Positive Coaching Alliance. Always a student, Lear recently completed a program with the Harvard Business School Executive Education in India.

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