Lakeland Investor Services, Inc.

Overview

Lakeland Investor Services, Inc. is a small, owner-operated independent registered investment adviser that acts as a capital allocator for individual, family and some institutional clients. The firm’s advisory offering centers on financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and the selection of third-party advisers. Its fee model combines percentage-of-AUM billing with fixed fees, and the business appears to run with a largely discretionary mandate for client assets. Investmently, Lakeland leans on pooled public funds as its primary building blocks while also allocating to alternatives through outside managers. The firm is not positioned as an ESG-focused or multi-state advisor and does not act as a pension consultant. It maintains an industry affiliation with an insurance company, which complements its use of annuities as part of client solutions.

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Location & Offices