Lakeside Financial Inc.

Overview

Lakeside Financial Inc. is an independent registered investment adviser serving individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses. The firm charges a variety of fee types — percentage of AUM, hourly, fixed fees and performance-based fees — allowing flexibility in engagement structures depending on client needs and the mandate. Investment activity is centered on exchange-traded equities as the primary exposure, while the firm also allocates selectively to third-party alternative managers across private equity, venture capital, hedge funds, private placements and real estate. Lakeside Financial Inc. does not identify as an ESG-focused manager and operates from a single office footprint rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices