LAKE PARK ADVISORS

Overview

Lake Park Advisors is an independently owned registered investment adviser that focuses on financial planning and portfolio management for individuals and small business owners. The firm runs a fee model that combines a percentage-of-AUM charge with the ability to bill hourly or on fixed-fee engagements, which supports both ongoing portfolio management relationships and project-based planning work. Lake Park Advisors is not an active ESG investor and operates as a single-state adviser under an individual owner structure. Investment activity centers on publicly traded securities, with equity exposure forming the largest single allocation. The firm also uses third-party vehicles and specialty managers for commodity and energy exposure, and supplements portfolios with annuities and mutual funds where appropriate. As part of its client service model the firm works alongside accountants and other professional advisers to coordinate tax and cash-flow planning with investment strategy.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices