Investment Management
A Balanced, Disciplined Approach to Portfolio Design
At LaSalle, client portfolios are typically built with a strategic blend: 50% individual stocks and 50% ETFs across equities, bonds, and international markets. This hybrid approach combines the precision of our fundamental research, refined over 45 years, with the diversification power of ETFs, a key tool for managing risk.
We evaluate performance across economic cycles, often peak-to-peak, to provide a more meaningful view of portfolio progress—beyond standard calendar reporting.
And because markets shift and client needs evolve, we continuously monitor, evaluate, and adjust portfolio strategies. This disciplined, long-term approach ensures that capital remains aligned with both personal goals and broader economic changes.
- Diversification Portfolios typically hold 15–20 companies, each with balanced weighting to help reduce concentration risk.
- Projected Growth Focus Our research tools look ahead 3–5 years, targeting a minimum projected return of 10%.
- Earnings Growth-Oriented Stock selections are guided by projected earnings growth—and when dividends are part of the projection, all the better.
- Industry Targeting Stocks offer focused exposure to key sectors such as technology, energy, and value investments.
Diversification Using ETFs
- Strategic Positioning
LaSalle uses ETFs to enhance diversification across bonds, additional equities, and international markets. - Expert Management
In complex fields, third-party managers bring specialized expertise. Leveraging their tools allows us to incorporate strategic planning with confidence. - Global Bond Exposure
Our international bond portfolios include both high-yield and investment-grade options. These sophisticated areas are best handled by seasoned experts, ensuring thoughtful and informed investment decisions.
