Lakeside Capital Management LLC
4314 East Madison Street
Seattle, WA 98112
About Us
At Lakeside Capital Management our mission is to provide you with independent, unbiased investment counseling that protects and grows your wealth.
This is achieved by using passive investment tools for efficient markets and active investment tools for inefficient markets. It's what distinguishes us from others in our field. Through Lakeside Capital you will find investment opportunities typically reserved for the ultra wealthy. Accessing a range of asset categories, we will diversify your investments and produce results that are designed to last for generations.
We are seeking a select number of new clients within Seattle and the Puget Sound region.
In our opinion, these kinds of investments do not exist at banks, brokerage firms, or most wealth management companies, but we make these available to you.
That said, managing your wealth requires more than just investment counseling. Thus, we utilize an extensive network of service professionals to handle your needs, such as:
- Tax Needs
- Estate Planning
- Legal Issues
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Bookkeeping
Our History
Lakeside Capital was established in 2000 to serve high-net-worth individuals and families, who felt, as we did, constrained by certain industry practices. In short, conflicts of interest and self-serving actions of large brokerage firms and banks were making it difficult to provide clients with the kind of straightforward financial advice they deserved.
We saw the need for a firm with a different approach, and Lakeside Capital Management was born.
Personal Financial Statement
In order to assess risk management, we begin by taking a Personal Financial Statement (PFS) from you. This is a one-page report that identifies the assets and liabilities that make up your net worth. Assets are broken down into liquid and non-liquid, over weighted and under weighted, exposure and leverage.
This is key to being able to identify and manage risk, establish goals and measure performance.
Each analysis and process is unique, reflecting the individuality of each investor's assets, goals and risk tolerance.
Passive Active Management
Lakeside Capital believes in efficiencies, which means we focus on aspects of our clients' lives where the most value can be added. This is where our policy of using passive strategies for efficient markets and active strategies for inefficient markets comes into play.
With efficient markets, like the stock market, we help you use indexes - simple vehicles like exchange-traded funds that require little or no management fees. We then advise you when to increase allocation or decrease exposure.
With inefficient markets, like the real estate market, we provide qualified/accredited investment opportunities typically reserved for the ultra wealthy. These opportunities could include equity or debt positions in a variety of real estate sectors.
Reporting
Over the years we have found that our investors prefer receiving easy-to-understand, one-page quarterly reports designed specifically for their needs. This style of reporting allows you to easily follow your investment performance.
Please be aware that Lakeside Capital Management LLC has a portfolio minimum of $1,000,000 to accept inquiries through this directory.
