Lakeside Financial Inc.

The firm provides investment management, financial planning, and management consulting to individuals (including high‑net‑worth clients), as well as corporations and partnerships, managing roughly $33–34 million across about 35 client relationships. Its brochure also notes a notable portion of its clients are outside the United States, and services are delivered through written Investment Policy Statements and periodic custodian reporting.

The firm’s investment process emphasizes intrinsic‑value, quantitative, and qualitative analysis across asset classes and geographies and can implement both long‑ and short‑term strategies. It may employ leverage and derivatives — including margin, securities lending, short selling, and options — and although discretionary authority is described as typical, the majority of reported assets are managed on a non‑discretionary basis.

What sets the firm apart from many peers is its use of performance‑based fee arrangements for qualified clients and its routine use of borrowing and securities‑lending in separately managed accounts, practices that are uncommon among independent single‑advisor firms. The adviser also combines portfolio management with management‑consulting work for corporate clients, including serving in a CFO capacity for a client entity, an engagement the brochure describes as consuming a substantial portion of the firm’s time and income.