Pewaukee, WI Silvernail Road Office

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.