LaSalle St. investment Advisors, L.L.C

Advisory Platforms Designed Around You

Advisory platforms that give you independence, transparency, and control of client portfolios.

LaSalle St. Advisory Meeting reviewing numbers

Holistic Investment Solutions

Access Institutional‑Level Expertise – Tap into a broad range of investment options supported by our in‑house CIO insights and dedicated due diligence team, designed to help you deliver stronger outcomes with confidence.

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Manage Portfolios Yourself

For advisors who prefer hands‑on control.

  • Build custom models using individual securities, mutual funds, and ETFs—supported by guidance from our investment strategists.
  • Manage portfolios and oversee discretionary accounts through an intuitive online platform.
  • Maintain full control of your investment philosophy and client relationships.
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Leverage Our Turnkey Investment Platform

For advisors seeking scale and efficiency.

  • Access a diverse suite of professionally managed models through LaSalle St. Capital Management.
  • Outsource due diligence, product selection, rebalancing, trading, and portfolio monitoring.
  • Match client goals to active, passive, income, alternative, tax‑aware, and sustainable strategies.
  • Save time and enhance consistency with an easy‑to‑use turnkey solution.
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Partner with Third‑Party Investment Strategists

For advisors who want to offer institutional expertise without building it internally.

  • Work with established third‑party strategists to help clients pursue their investment objectives.
  • Provide access to portfolios built with mutual funds, ETFs, individual stocks, and fixed‑income solutions.
  • Expand your offering while benefiting from objective, research‑driven management.
Insights

Clear & Actionable Portfolio Insight Tools

Key Features:

  • Access to an institutional‑caliber execution platform through the LaSalle St. Advisory Managed Platform (LAMP)
  • Add on Tools designed to reduce operational friction, including the Fidelity Managed Account Exchange (FMAX) and additional third‑party solutions.
  • Integrated performance tracking and custom benchmarking
  • Portfolio diagnostics tools
  • Trade-ready data integration
  • Rebalancing tools designed for scale
Chicago Advisory

Flexibility Without Losing Control

Whether you want full portfolio control, streamlined managed accounts, or institutional-grade tools, LSIA provides advisory solutions that support independence, flexibility, and long-term growth.

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LaSalle St. Advisory

Frequently Asked Questions

01.What is the difference between LAMP and FMAX?

LAMP is designed for advisors who want to manage portfolios themselves using LaSalle St.’s advisory platform.

FMAX is designed for advisors who want to outsource portfolio management through Fidelity’s managed account solutions.

02.Can I keep control of investment decisions on the advisory platform?

Yes. LAMP allows advisors to retain full portfolio decision-making while using LaSalle St.’s technology and infrastructure.

03.Does LSIA offer outsourced portfolio management?

Yes. LSIA Portfolio Solutions provides a turnkey OCIO service where LaSalle St.’s investment team manages portfolio decisions on behalf of advisors.

04.What kind of performance reporting tools are available?

Advisors have access to performance measurement, benchmarking, and risk analytics with daily data updates and eMoney integration.

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