Mark D. Lencke

Mission Statement

We will endeavor to provide investment consulting services with specialized interest in museums, foundations, college endowments and other non-profits.

Philosophy

Trust and Integrity serve as the guiding mantras of the firm.  Successful working relationships require each.  The firm operates only from the position of advising our clients without selling investment products or having third-party affiliations.  This protects your interests through objective and thorough analysis of your investment portfolio.  In short, the interests of our clients will always be first and foremost.

About the Principal

Over 18 years of financial services experience with the firm, Merrill Lynch, Montano Securities, Spelman & Co and Quest Capital.

FINRA Series 65 Registered Investment Adviser

FINRA Series 63 State Registered

AIF - Accredited Investment Fiduciary

CFFS - Certified Foundation Fiduciary Specialist

Master of Business Administration

Florida State University

Bachelor of Science

Accounting, Finance, Risk Management

Florida State University

Director/Trustee

Florida House               Washington, DC

Pensacola Ski Club        Pensacola, Florida

National Conferences

Foundations & Endowments Forum

Police, Fire & Public Pensions Forum

State Conferences

Association of Florida Colleges

Florida League of Cities

Florida Association of Counties

Florida Council of Presidents

Florida Association of Museums

Florida Association of Purchasing Managers

Georgia Association of Purchasing Managers

Virginia Association of Museums

Regional Conferences

Florida Panhandle Purchasing Managers

Northwest Florida League of Cities

Southeastern Association of Museums

Tallahassee Society of Association Executives

Contact Us Today! 



 Mark Lencke

AIF, CFFS, MBA

Fiduciary Consultant