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Lafayette Investments Experience Vision Service
Service: Portfolio Management for Long-Term Growth
Photo: Service

Lafayette offers investment advisory services to individuals with assets that are significant in size and complexity. We help clients reach long-term financial goals involving:

  • Investment portfolios
  • Retirement expectations and provisions
  • Inheritances
  • Educational funds for children or grandchildren
  • Tax considerations
  • Other asset allocation decisions

Our attention to the business of investment gives our clients freedom to focus on life, not finances.

Individualized Accounts
No two clients are alike in their requirements, so accounts are individualized and customized. Each account is separately managed and constantly monitored to define and re-define individual needs. Assets are allocated among stocks, bonds and money market instruments based on clients’ requirements. Along with direct consultations, we provide regular quarterly reports, interim reports as needed and annual tax summaries.

Fee Structure
Our fee structure is based on a percentage of assets under management. The standard fee is 1% per year on the first $1 million with reduced fees for assets above $1 million. We prefer that clients have at least $1 million in investable assets.

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What Sets Us Apart

Focus on long-term asset growth, not just the next quarter’s earnings

Flexible investment style—we will look at companies of any size

In depth understanding of fixed income markets


Learn about our:

Stock Investment Philosophy

Fixed-Income Securities Strategies



Lafayette Investments is registered with the Securities and Exchange Commission as an investment advisor and a broker-dealer.