LASALLE INVESTMENT ADVISORS, INC.

Overview

Lasalle Investment Advisors, Inc. is an independent, individual-owned RIA that focuses on serving individual and family clients with a mix of advisory and brokerage services. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Its business model blends fee-based advisory work with broker-dealer and insurance brokerage capabilities, which allows the firm to combine discretionary portfolio management with access to commissionable products such as annuities and certain insurance solutions. Investment activity is tilted toward equities—particularly exchange-traded instruments—while maintaining the ability to place client capital into third-party alternative funds when appropriate. The firm is not an active ESG investor and is not registered as a multi-state adviser. Fee schedules are flexible and include percentage-of-AUM, hourly and fixed fees, commissions, and performance-based arrangements, giving Lasalle latitude to tailor pricing to client needs and to certain investment strategies.

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Public Holdings

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Location & Offices