The lakeview difference - Lakeview - Independent Investment Consultants

The Lakeview Institutional Difference

We Monitor Risk

Through a strong investment discipline, we believe in compounding our clients dollars without the intrusion of excessive risk. We aim to limit loss of capital through various methods such as:

Risk Mitigation
Cash Flow Management
Tactical Rebalancing

It’s a Net of Fee Game

Do you know your net of fee return? When tracking returns many people only look at the total performance, not the performance net of fees (the number that truly matters).

When we track portfolios we want to know what your dollars really earned; dollars in your pocket.

Real returns, net of fees. That is what we track.

Leverage Our Relationships

We leverage our relationships for our clients to get them in the best possible investments available through:

Lower Strategy Minimums
More Cost Effective Solutions
Accessibility to Closed Strategies
Cultivating New Opportunities and Unique Investments

Our relationships are your relationships.

Harness our Global Network

The way people view the world varies greatly from country to country. By meeting with many different managers and clients from all over the world, we gain a unique perspective on the markets that is hard to replicate.

When you work with our team, you too, can harness our global network and gain unique insights that might otherwise go overlooked.

Our Services

Investment Policy Statement Development / Review
Asset Allocation Modeling
Cash Flow Analysis
Manager Search and Selection
Portfolio Implementation

Performance Measurement
Performance Evaluation
Socially Responsible Investing
Client Education
Fee Negotiation
Custodian Searches