A complete list of active advisors currently associated with Interlake Capital Management, LLC
Warmer can help you find a great advisor at Interlake Capital Management, LLC or one who fits your needs even better.
Interlake Capital Management works with individual investors and plan sponsors, including pension and profit-sharing plans. Its Form ADV describes services that include portfolio management for individuals and consulting and advisory services directed at retirement plans. The brochure indicates a majority of the firm’s assets are managed on a non-discretionary basis, so the firm typically provides recommendations and ongoing advice while clients retain final decision authority. For pension and plan clients the firm documents consulting work that addresses plan-level issues alongside investment recommendations for participant or plan assets. The firm’s mix of pension/profit-sharing clients and active pension consulting is atypical for independent advisers and is highlighted in its brochure. Interlake also operates with a relatively small client roster (25 clients) and about $95 million in assets, aligning its scale with the firm’s emphasis on plan-specific consulting and advisory arrangements that are less common among peers.
To learn more about the advisors currently working at Interlake Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Carmel, CA
| 20
|
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