A complete list of active advisors currently associated with LaSalle Investment Advisors, Inc.

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

LaSalle Investment Advisors is an independent, state-registered advisory firm that manages portfolios for individuals, trusts, business profit-sharing plans and retirement plans, serving a modest client base with roughly $133.6 million in assets under management. The firm provides portfolio management alongside financial planning, long-term financial analysis, tax preparation consulting and related advisory services. Investment decisions are guided by detailed asset-allocation models that diversify across multiple asset classes and by analysis methods including fundamental, technical, charting and cyclical approaches; accounts are monitored quarterly and reviewed with clients as needed. LaSalle implements both long-term and short-term strategies and can manage accounts on a discretionary or non-discretionary basis, with the ability to accommodate client-directed restrictions. The firm’s business model differs from many peers in that some representatives are also registered with a FINRA broker-dealer and can implement recommendations on a commission basis, and the firm discloses receipt of commission-based and ongoing (e.g., 12b-1) compensation on certain products. LaSalle also places insurance products through an independent insurance brokerage and offers an uncommon specialty, performance-fee account structure used to fund environmental-giving objectives, features that distinguish it from typical team advisory firms.

To learn more about the advisors currently working at LaSalle Investment 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.