A complete list of active advisors currently associated with Lafayette Investments, Inc.

Warmer can help you find a great advisor at Lafayette Investments, Inc. or one who fits your needs even better.

Lafayette Investments, Inc. is an SEC-registered advisory firm founded in 1988 that provides discretionary investment management and financial planning to individuals, trusts, retirement plans, charitable organizations and other entities. The firm reports managing approximately $943 million in discretionary assets for about 240 clients and generally requires a $1,000,000 minimum account, with waivers available in certain circumstances. The firm’s investment process combines fundamental and qualitative analysis across equities, fixed income (including municipal and corporate debt), mutual funds and ETFs, and allocates assets among stocks, bonds and money-market instruments to match client objectives. Lafayette operates on a discretionary-only basis, conducts weekly reviews and daily monitoring of holdings, and emphasizes long-term, low-turnover positions—stating it is not unusual to hold individual stocks for a decade or more. Distinctive features include a long-standing municipal bond group and an explicit focus on fixed income within the advisory platform, alongside a relatively small client base for a near‑$1 billion adviser, which implies higher average assets per client than many peers. The firm leaves proxy voting to clients rather than voting on their behalf, recommends Schwab Institutional for custody and trade execution, and maintains internal compliance procedures and a team with several professional credentials (CPA, CFA, CFP, PFS) among its advisory staff.

To learn more about the advisors currently working at Lafayette Investments, Inc., 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.