A complete list of active advisors currently associated with Lansing Street Advisors

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

Lansing Street Advisors provides discretionary and non‑discretionary wealth management, portfolio management, and financial planning to individuals, high‑net‑worth clients, trusts, and estates. The firm constructs portfolios primarily using exchange‑traded funds while also implementing mutual funds, individual equities, fixed income, and allocations to independent managers when appropriate. The firm’s investment approach is long‑term and based on fundamental analysis, with ongoing monitoring and the ability to rebalance or make shorter‑term trades as needed; cash and defensive positions are treated as an asset class. Lansing Street integrates financial planning into its advisory relationship, uses a third‑party sub‑planning service (Delegated Planning, LLC) for certain planning work, and may recommend third‑party managers or platform strategies such as BlackRock and private equity managers like Hamilton Lane. Lansing Street’s brochure discloses several features that are less common among similar team advisers: it sponsors and is affiliated with a private real estate fund (Lansing Street Real Estate Fund LLC) and may recommend pooled investment vehicles to qualified clients, arrangements that create potential conflicts of interest and possible incentive compensation. The firm also discusses use of interval funds, private equity sub‑advisers, and the possibility of being deemed to have custody over pooled vehicle assets (with related audit and reporting procedures), which are distinctions compared with many peers.

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