Our guidance. Your peace of mind.

Welcome to LSIA Institutional

UNDERSTANDING & EXCEEDING EXPECTATIONS

Helping Fulfill
Your Fiduciary Duty

 

Your role as a fiduciary brings great responsibility and requires you to make critical decisions for the benefit of your organization.  That's why at LSIA, we’ve built a team of investment experts that design custom solutions to help fulfill your fiduciary responsibilities and equip you to make more confident decisions.  That's The LSIA Way.

Customizing
For Your Needs

Finding the best investment strategy to meet your objectives, while trying to minimize costs, can be difficult.  At LSIA, we provide solutions for a wide variety of your investment needs.  By using domestic equities, international equities, government, agency, corporate & municipal bonds, factor-based investing, index replication, socially-responsible investing or combination thereof, we create portfolios designed to meet your distinct investment goals, whether you’re looking to outperform the broad market or provide index-like exposure to a specific asset class.  That’s the LSIA Way.

Improving Your Bottom Line

We realize how much you pay
your investment manager matters.  That's why we work
hard to provide you with a cost structure that benefits you.  
We’re mindful that low fees help improve your bottom line. 
That's The LSIA Way.

Caring  For You
Beyond Portfolio Design

As your fiduciary, we understand that the way we implement your strategy matters.  That’s why we always seek best execution of securities trading and invest time and money into serving you with some of the industry’s most sophisticated trading, compliance and technology platforms.

 

We believe that by immersing ourselves in market analysis and being active in the financial community, we keep our finger on the pulse of industry developments, innovations and trends, which help us create new ideas for you.  Whatever we’re doing, wherever we’re doing it, we’re always thinking first and foremost about you and the ways in which we can exceed your expectations.

 

We know that it's important for you to understand what we're doing and why we're doing it.  That's why we listen, communicate and work with you, so you can feel confident knowing that you have a trusted partner - one who understands your specific needs, safeguards your investment goals and stands ready to deliver exceptional service, knowledge and expertise. 

Your Team

THE PEOPLE BEHIND LSIA INSTITUTIONAL

  • LinkedIn - Grey Circle
William Camp, CFA
President, Managing Partner & Chief Compliance Officer
  • LinkedIn - Grey Circle
Mark Shank,
CFA, CIC

Managing Partner & Chief Investment Officer
  • LinkedIn - Grey Circle
Kevin Yousif,  CFA
Chief Investment Officer, Passive
  • LinkedIn - Grey Circle
Karen McClintock, 
CFA, CIC

Managing Partner
  • LinkedIn - Grey Circle
Jay Van Cleave, CFA
Partner
  • LinkedIn - Grey Circle
Daniel Kostaroff, 
CFA, CFP

Partner
  • LinkedIn - Grey Circle
Kristine Hollister
Partner & Director, Business Management
  • LinkedIn - Grey Circle
Joann Kayser
Partner & Director, Operations
  • LinkedIn - Grey Circle
Melanie Mayo West, Esq.
Director, Compliance
  • LinkedIn - Grey Circle
Gary Bender
Portfolio Manager
  • LinkedIn - Grey Circle
David Jones
Portfolio Manager
  • LinkedIn - Grey Circle
Martha Strom
Portfolio Manager
  • LinkedIn - Grey Circle
Nicole Rivera
Portfolio Analyst
  • LinkedIn - Grey Circle
Diane Bindas
Equity Trader
  • LinkedIn - Grey Circle
Dinah Wellington
Executive Assistant
  • LinkedIn - Grey Circle
Rebecca Mueller
Executive Assistant
  • LinkedIn - Grey Circle
Laurie Kuchler
Executive Assistant
  • LinkedIn - Grey Circle
Ieman Afram
Executive Assistant
  • LinkedIn - Grey Circle
Sonseearay Townsend
Executive Assistant

Discover how we're creating thoughtful solutions for you.