A complete list of active advisors currently associated with Lakeside Advisors Inc

Warmer can help you find a great advisor at Lakeside Advisors Inc or one who fits your needs even better.

Lakeside serves individual investors (including high‑net‑worth clients), as well as trusts, estates, corporations and retirement plans, providing discretionary portfolio management, non‑discretionary ERISA plan advice, financial planning and targeted consulting. The firm delivers ongoing investment management alongside written planning reports or topical consulting engagements as requested. The investment process is active and combines fundamental and technical analysis to construct individualized portfolios across three main strategies: laddered fixed income, balanced allocations and equity‑oriented holdings; mutual funds or ETFs are used where they provide diversified access to specialized sectors. Portfolios may employ a range of implementation tools — including options, margin and short sales when appropriate — and are reviewed on a regular schedule with at least annual client meetings. Notable differences from many peers include a compact, three‑advisor team managing several hundred million in assets, and a custody arrangement with a large national custodian while routinely “trading away” to access specialty fixed‑income markets. The firm also does not proactively recommend rollovers from employer retirement plans to IRAs, outsources class‑action claim filing to a third‑party vendor that takes a recovery share, and has an advisor who maintains insurance agent activities and may receive commissions for insurance products.

To learn more about the advisors currently working at Lakeside Advisors 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.