A complete list of active advisors currently associated with Lake Street

Warmer can help you find a great advisor at Lake Street or one who fits your needs even better.

Lake Street serves a mix of individual and high‑net‑worth clients as well as business entities, retirement plans, trusts, estates, charitable organizations, private foundations and insurance company clients. The firm offers discretionary investment management, non‑discretionary advisement, ERISA 3(21) and 3(38) plan services, financial planning and access to private investment vehicles for qualified investors. Investment decisions are driven by a combination of fundamental, technical, relative‑strength, cyclical and charting analyses, with an emphasis on asset‑class allocation, diversification, institutional cost structures and tax awareness; the firm collects risk profiles, questionnaires and other documentation to align portfolios to client objectives. Lake Street uses outside managers when appropriate, provides periodic due diligence and monitoring of externally managed accounts, and offers both long‑ and short‑horizon strategies consistent with client risk tolerances. What distinguishes the firm from many peers is its role as a sponsor of affiliated private funds: the brochure discloses a relationship with an affiliated private investment manager that operates private real‑asset and private‑equity funds and gives certain clients the option to invest in those vehicles, with specific disclosures about how fund‑level and advisory fees are applied. The firm also explicitly includes insurance companies among its client types and notes use of public materials that reference third‑party ratings, both of which are uncommon among similar team‑sized advisers.

To learn more about the advisors currently working at Lake Street, 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.