Lake Water Advisory, LLC

Overview

Lake Water Advisory, LLC is an independent registered investment adviser that combines fee-based portfolio management and financial planning with insurance brokerage services. The firm serves both individual and family clients as well as institutional and small-business accounts, and it acts as a capital allocator — selecting and monitoring outside managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Fee arrangements include a percentage-of-AUM component as well as fixed-fee engagements. From an investment posture the firm favors liquid, exchange-listed securities as the core of client portfolios and supplements those exposures with third-party options when client objectives call for them. Lake Water Advisory is not an active ESG investor and it maintains both discretionary and non-discretionary relationships, allowing flexibility in how models and client preferences are implemented.

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Public Holdings

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Location & Offices