Our Investment Strategy
Success in investing comes from discipline—not chasing trends. At LaSalle, we rely on fundamental earnings reporting to guide investment decisions, not market fads.
While putting everything into the S&P 500 has worked in recent years, history reminds us—whether it was the dot-com bubble or the 2008 financial crisis—that trends fade. Fundamentals endure: company earnings, dividends, and interest rates.
Even powerful themes like AI, which have driven recent gains in technology and the S&P 500, have their limits. That’s why we take a long-term approach, grounded in fundamentals, to guide portfolio allocation through every market cycle.
Stock Selection Strategy – Sector & Industry Focus
- Portfolio structure begins with sector selection, followed by industry focus and then specific investment choices.
- Equally weighted positions: LaSalle’s stock portfolio typically includes 15–20 companies, each with balanced exposure.
- Industry targeting: Stocks are selected within sectors such as technology, energy, and value, based on projected growth and long-term potential.
Adaptive Portfolio Management – Staying Aligned Over Time
- Client-centric strategy reviews We regularly revisit your portfolio to ensure it reflects your evolving financial goals, life changes, and risk tolerance.
- Market-aware adjustments Our team monitors economic indicators and market shifts to make timely, informed updates to your investment strategy.
- Scenario planning tools We use forward-looking models to test how portfolios may perform under different economic conditions.
- Transparent communication Clients are kept informed through regular reviews and reporting, so you always understand the “why” behind any adjustment.
- Long-term alignment Every change is made with your long-term success in mind—balancing opportunity with discipline.
Research Tools – Supporting Long-Term Strategy
- Quarterly company reports provide insights into management decisions and evolving business dynamics.
- Fundamental metrics such as earnings growth, dividend payout ratios, and balance sheet strength guide investment decisions.
- 3–5 year projections from research providers help evaluate long-term potential.
- Industry-wide monitoring ensures consistency and helps identify trends across sectors like oil & gas, technology, and utilities.
Leading Service Providers – Custodians of Client Assets
- Charles Schwab has served as LaSalle’s broker and custodian since the early 1980s
- LaSalle does not have access to client capital—Schwab ensures secure permissions and handles client service needs
- Nightly data flows from Schwab feed directly into LaSalle’s performance reporting systems
- Schwab provides research tools for ETF comparisons and investment analysis
- Clients benefit from Schwab’s custodial services, including checking and account access support