A relationship built around your balance sheet, not a model
LaSalle St. Capital Management provides active, discretionary portfolio management across global equities, fixed income, liquid alternatives, and real assets. Each portfolio is constructed in accordance with your stated investment policy, risk tolerance, and time horizon.
The Investment Professionals who build the portfolios are part of the conversation, and the work is coordinated alongside your tax, legal, and estate planning advisors.
How we help
Investment Management
Active, discretionary management across global equities, fixed income, liquid alternatives, and real assets, governed by your investment policy and time horizon.
Portfolio Diversification
Multi-asset portfolios designed to diversify risk across asset classes, geographies, and investment styles.
Capital Markets Solutions
For clients with concentrated equity positions, strategies designed to systematically reduce concentration and manage the associated investment risk.
Investment Policy Development
Investment Policy Statements that define asset allocation targets, risk parameters, liquidity requirements, and performance benchmarks.
Wealth Planning Coordination
Investment management coordinated with your broader financial planning objectives, working alongside your tax, legal, and estate planning professionals.
Ongoing Review
Continuous monitoring against your stated guidelines, with systematic rebalancing and reporting so you always know where you stand.
Working Together
The full depth of our capabilities
From tailored investment solutions for high-net-worth families to outsourced investment management for advisory practices, our capabilities are built for the full complexity of the mandates we take on. We tailor the scope of our services to your circumstances, resources, and objectives.
