Our guidance.  Your peace of mind.

LSIA is relying on an exemptive order issued by the Securities and Exchange Commission that allows us to delay the normal annual delivery of our Form ADV Brochure Summary of Material Changes beyond its April 29, 2020 due date. If you would like us to send it electronically before we return to the office, please 
CLICK HERE to contact Joann Kayser to request a copy.


At LSIA, we love our clients and care for them, each and every day, as if they were family. We continue to do so during this difficult time.  We are here for you when you need us and remain committed to helping provide you with financial peace of mind. This is our promise to you.


- William Camp, President

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.       


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.


1200 N Federal Hwy, Suite 200

Boca Raton, Florida  33432

(561) 210-8574


39533 Woodward Avenue, Suite 302

Bloomfield Hills, Michigan  48304
(248) 646-2650


111 E. Kilbourn Avenue, Suite 2700

Milwaukee, Wisconsin  53202

(414) 272-4844 

225 S. Lake Avenue, Suite 300

Pasadena, California  91101

(626) 793-8989


Our guidance. Your peace of mind.                 LSIA WEALTH  |  LSIA INSTITUTIONAL  |  IMPORTANT INFORMATION  |  FORM CRS