Home

lakeview_home

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 $3.0 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.