• THE LSIA WAY

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    Our guidance. Your peace of mind.

    Wealth Management   |   Institutional Management   |    Contact Us   |    Important Information

    Our guidance.  Your peace of mind.

    Experience a Better Way... 

    The LSIA Way

    The LSIA Way is more than a catchphrase.  It’s the driving principle that defines the manner in which we work for you each and every day, as industry experts, trusted partners and caring people.  It’s evident in the way we work with you to design 

    custom solutions to meet your goals and stand watch for you.  It’s seen in the big things we do for you, the little things that show we care and everything in between, because you’re more than just a number to us.  That’s The LSIA Way.       

     
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    Our Promise

    We promise to care for you as if you were our own. We promise to be there for you when you need us. We promise to serve you with passion and enthusiasm.  That's the LSIA Way.

    ​

    Every individual and organization engaging the services of a financial professional deserves to be treated in a fair and ethical manner. That's why we established a list of Investor Rights that you should demand from your professional advisor.

    1.     Service from a fiduciary, where your
            interests are always placed first

    2.    Honest and ethical conduct beyond        
            what is required by industry standards

    3.    Transparent fees that are straightforward 
            and easy to understand

    4.    Timely and effective communication

    5.    Disclosure of any conflicts of interest

    ​

    6.    Complete confidentiality of your
            information and circumstances

     

    Contact Us

    To learn more about how we can help you accomplish your financial goals and to experience The LSIA Way,

    give us a call or complete the form below and we'll be in touch soon.

    BOCA RATON

    1200 N Federal Hwy, Suite 200

    Boca Raton, Florida  33432

    (561) 210-8574

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    ​

    DETROIT 

    39533 Woodward Avenue, Suite 302

    Bloomfield Hills, Michigan  48304
    (248) 646-2650

    ​

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    MILWAUKEE

    111 E. Kilbourn Avenue, Suite 2700

    Milwaukee, Wisconsin  53202

    (414) 272-4844 

    ​

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    PASADENA
    225 S. Lake Avenue, Suite 300

    Pasadena, California  91101

    (626) 793-8989

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    Thank you.  We'll be in touch soon.