Our mission is to provide our clients with a world-class experience in the management of their wealth – providing the deep resources of a large publicly owned firm and the client focus and responsiveness of an independent and boutique investment advisory firm. Led by a partnership of experienced and seasoned investment professionals with $3.3 billion in client assets, Lakeview is in an ideal position to meet client demand for more objectivity, transparency and independent thought.
At Lakeview, we perform multiple roles – investor, advisor, strategist, and consultant.
Lakeview Capital Partners
212 S. Tryon Street, Suite 1680
Charlotte, NC 28281
This website is for informational purposes and does not constitute investment advice, nor should it be considered a recommendation to purchase or sell any particular security. Lakeview Capital Partners, LLC (“Lakeview”) reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. It should not be assumed that the investment recommendations or decisions we make in the future will be profitable. Investing involves the risk of loss of principal.
Lakeview is a registered investment adviser. More information about the firm can be found in its Form ADV Part 2, which is available upon email request firstname.lastname@example.org.