Customized Services for Individuals and Families

Whatever your stage of life, Lake Partners can be your trusted adviser in addressing your specific financial needs, devising an overall game plan for building your wealth, and managing your investments. We work closely with you to develop and implement your financial plan, including wealth accumulation, retirement, education, legacy, philanthropy, and risk management.

Investment management and financial planning services can be provided separately or as a comprehensive package. Portfolios are designed with your specific objectives (growth, income, etc.) and risk/return tolerances in mind.

Portfolio strategies include:

MANGO™ Multi-Asset New Generation Growth Opportunities

  • a diversified, multi-manager investment program investing across asset classes.
  • utilizes mutual funds; exchange-traded funds, notes, or similar instruments; and closed-end funds.
  • targets an equity allocation of 0% to 100%, in increments of 10%, based on client financial resources, goals, and risk parameters.
  • The objective of MANGO is long-term total return, including both income and capital appreciation.

MAE™ Multi-Asset ETF

  • a diversified ETF investment program investing across asset classes.
  • utilizes exchange-traded funds (and a cash account).
  • Implemented via an online technology platform, using model portfolios that reflect the investor’s financial profile.
  • The objective of MAE is long-term total return, including both income and capital appreciation.