Institutional

Meeting the needs of your institution

Customized investment solutions and objective, fiduciary advice for pension plans, endowments, foundations, and other institutions.

Customized solutions. Fiduciary accountability.

LaSalle St. Capital Management approaches each institutional engagement as a fiduciary, developing a tailored investment strategy structured around the institution’s specific objectives, constraints, and long-term vision. Services are delivered in alignment with fiduciary best practices and are designed to support the Investment Policy Statement, governance requirements, and applicable regulatory obligations.

The scope of services is tailored to each client’s governance structure, internal resources, and objectives, encompassing asset management, ongoing advisory, performance monitoring, committee engagement, and regulatory oversight as needed.

A comprehensive suite of advisory services

Asset Management

Management of all or a portion of plan assets in accordance with the Investment Policy Statement and established investment guidelines.

Ongoing Investment Advisory

Strategic and tactical advice, including asset allocation guidance, manager evaluation where applicable, and risk management oversight.

Performance Monitoring & Reporting

Continuous monitoring of investment performance with quarterly reporting covering benchmark comparisons and attribution analysis.

Committee Engagement

Active participation in Plan Committee or Board meetings, including performance presentations, investment education, and decision support.

Fiduciary Alignment

Engagement as co-fiduciary or in a discretionary advisory capacity, as defined by the client agreement and documented in the Investment Policy Statement.

Investment Policy Development

Support in drafting and maintaining the Investment Policy Statement, including allocation targets, risk parameters, liquidity needs, and benchmarks.

Recognized by institutional allocators

Michael Drozd was named a 2026 “Knowledge Broker” by Chief Investment Officer magazine, published by ISS Market Intelligence (a division of ISS-Stoxx/Institutional Shareholder Services), on July 14th, 2026.* Honorees are selected based on anonymous nominations from institutional allocators, asset owners, and investment professionals collected during the first quarter of 2026. No compensation was paid by LSIA or its affiliates to obtain or use this recognition. The recognition does not relate to brokerage services and is not indicative of future performance or any client’s experience.

* For more information about this award, please visit the CIO Magazine article.

Working Together

Built around your governance, not our template

From full discretionary management to committee-level advisory support, we shape the engagement around your Investment Policy Statement, internal resources, and reporting calendar.

A committee meeting around a conference table in front of a large window
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