A complete list of active advisors currently associated with Lakewood Asset Management, LLC

Warmer can help you find a great advisor at Lakewood Asset Management, LLC or one who fits your needs even better.

Lakewood Asset Management provides investment management and wealth-planning services to individuals, families, charitable organizations, trusts, estates, and retirement plans, with particular emphasis on high-net-worth clients. The firm offers both discretionary and non-discretionary portfolio management alongside standalone financial planning engagements that yield a written plan and recommendations for tax, estate, and divorce-related financial matters. The firm employs a bottom-up, fundamental, long‑term value-oriented investment approach, seeking undervalued companies and special situations and allocating across a broad universe of public securities, including ETFs, closed‑end funds, ADRs, REITs, MLPs, OTC securities and fixed income. Portfolios are managed according to client profiles and investment plans and may incorporate trading tactics such as tax‑loss harvesting; holdings are often multi‑year but can be trimmed or sold more quickly if valuation or the investment thesis changes. Distinctive operational features include a small advisor team managing approximately $249 million in assets while maintaining multiple offices and serving about 155 clients, and a practice of not voting client proxies (clients retain proxy voting authority). The brochure also discloses that some registered representatives may be appointed insurance agents who receive commissions, that the firm receives economic benefits through its Charles Schwab custodial relationship, and that any gains from correcting trade errors are donated to charity—each item noted as a potential conflict managed through policies and disclosures.

To learn more about the advisors currently working at Lakewood Asset 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.