Lakeview Investment Advisors, LLC

Overview

Lakeview Investment Advisors, LLC is a small, owner-operated registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm runs a fee-for-service model based on a percentage of assets under management and centers its discretionary strategies on publicly traded equities and exchange-traded products. Its client base is concentrated among individual and family accounts, and the firm does not identify as an active ESG investor or a pension consultant. Investment activity tilts toward equity exposure delivered through separately managed accounts and pooled fund vehicles. With a clear preference for exchange-traded equities, Lakeview appears to implement a liquid, equity-centric approach—likely combining broad-market ETF exposure for core beta with selective individual equity holdings or satellite ETFs to pursue incremental return. The firm also uses mutual funds as a complementary sleeve when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices