Who We Are

Lakeview Capital Partners is an independent, boutique, SEC-registered investment advisory firm providing investment management and wealth advisory services to high-net-worth individuals and families, endowments, and foundations. We remain singularly focused on investment and wealth management and serving your best interests. With decades of experience, an independent and objective perspective, and a deep technical bench we feel that we are in a unique position to serve our clients.


Delivering outstanding client service is as fundamental as delivering strong investment results.

Stability of our firm and our people means clients typically work with the same experienced professionals over long periods.

Dedicated team approach streamlines communication and marshals the full resources of our organization.

Strive to be our clients most trusted advisor.


Investment professionals deep in talent, ideas and experience.

Diverse strengths of our team bring broad-based knowledge and deep insight.

Independent thinking by sponsoring an open marketplace for ideas and promoting a culture of integrity and partnership.

Maintain institutional processes and control and operate a business model.


Interests are aligned with those of our clients.

Management and employees are collectively the largest owners of our company’s stock.

Overarching goal is to avoid the deeply-embedded conflicts and structural biases that plague our industry today.

Our partnership structure and culture assure that we remain independent and owner-managed.