Advisory Services
LaSalle St. Investment Advisors (LSIA) was incorporated in 1989 to offer expert advice, fully managed account solutions, and access to popular third-party investment managers. LSIA is your trusted fee-based advisory firm, now serving over 100 Investment Advisor Representatives with over $3 Billion in AUM.
Our values of transparency and independence are reflected in every platform LaSalle St. chooses. LAMP gives advisors and clients full control of portfolio management.
5 Basis Point Platform and Program Fee
Institutional share classes
Flexible Minimums
All fund companies: Vanguard, Fidelity, Franklin, T Rowe Price
Fidelity Clearing & Custody
Portfolio Management Tools
Optional Add-on Tools Available:
Advanced Modeling & Rebalancing
Only you know the intricacies of your firm’s distinct investment strategies. The Advanced Modeling & Rebalancing tool allows flexibility in both portfolio construction and management, in order to best meet the needs of your clients.
Comprehensive
- Household rebalancing
- Tax-aware capabilities
- Asset class model construction and rebalancing
Deeply Anchored
- Integrations with Wealthscape support
- Accelerated rebalancing turnaround times
- Leverage trade-ready data in model creation and rebalancing decisions
Scalable
- Streamline portfolio workflows and help limit transactional and operational costs.
- Rebalance up to 15 accounts simultaneously as a household
- Real-time pricing
Modeling
- Individual Security Modeling
- Composite Modeling
- Drift Reporting
- Modeling Detail Reports
Scale & Accuracy
- Real-time pricing
- Custom trade minimums and thresholds
- Intraday positions and balances
Rebalancing
- Individual Security Rebalancing
- Account Rebalancing
- Rebalance Fidelity Workplace Accounts
Performance Measurement
Feel confident your investment strategy is hitting the mark, and know exactly where and when to take action when it is not. Our Performance Measurement analytics platform captures client and account information daily, so you can generate the most up to date results. Set benchmarks to compare the rate of return of your clients with those of selected industry and blended benchmarks. And all this in your LaSalle St. integrated technology hub.
Account & Portfolio Performance
- Rates of return: Time-weighted and money-weighted
- View daily returns or custom time frames
- Asset allocation by account
Benchmarking & Risk Indicators
- Choose up to five benchmarks
- Risk indicators
- Standard Deviation
- Beta
- Alpha
- Sharpe Ratio
Convenience & Transparency
- Performance scheduling at specified frequencies
- Date quality indicator
- View performance in eMoney
- Multiple device support
With continued demand for managed accounts, having an advisory solution that can help you streamline your tech stack, enhance how you deliver investment advice to clients, while driving efficiency across your firm is more important than ever. Outsourcing key functions may allow you to focus on holistic financial planning and help evolve the client experience. This is why we at LaSalle St. find FMAX to be the ideal platform for helping your clients pursue their investment objectives
Our Investment Strategies
We believe that taking an unbiased, analytical approach to asset allocation is one of the best ways to adapt to clients’ risk tolerances while remaining flexible enough to maintain a disciplined investment strategy. We also believe in never sacrificing the highest quality while providing a low-cost platform to our advisors.
Integration, Managed Accounts, and Brokerage Technologies
- Reduction of manual processes and administrative tasks allows you to focus on higher value activities
- Industry leading integrations with eMoney support a planning to action workflow, increasing your efficiency
- Flexible architecture with multiple front doors: WealthscapeSM, eMoney, or other client-specific portal
Advisory & Investment Consulting
- Comprehensive product, advisory and investment consulting
- Portfolio review and analysis services
- Proprietary research and due diligence
