You have expectations.

We’re raising them.


You Come First, Plain and Simple.
LSIA is owned and operated in a way that best serves you, not us. Unlike some, we don’t have quarterly sales quotas and are not incentivized to sell products that aren’t in your best interest. We focus on what’s right for you, not us. Your success is our success.

Integrity and Transparency.
You can have complete confidence knowing that any recommendation we make is always in your best interest. As your fiduciary, we hold ourselves to the highest standard of care in the industry. You should demand to be served with the utmost integrity and transparency.

Custom Tailored Solutions.
You receive a unique investment solution, one that is specific to your needs and designed to stay on track to meet your goals. We don’t use an off-the-shelf, one size fits all product.

Education and Experience.
Your team is built with high-caliber individuals with diverse educational backgrounds and experience in finance, accounting and insurance, many of whom hold the prestigious Chartered Financial Analyst designation, considered the gold standard in the investment industry. This knowledge and years of experience help provide innovative solutions to your challenging investment and planning issues.

You are served using some of the most sophisticated technology platforms and software in the industry. We are continually investing time and money into ensuring you are with a firm that welcomes and implements robust technology solutions.


Giving you peace of mind is much more than a tag line. It’s what drives us each and every day, and the way we’ve structured our business is evidence of this singular goal. As an employee-owned firm with $5.5 billion in total assets under management, we have divided our firm into two areas to better serve you – LSIA Wealth and LSIA Institutional.

LSIA Wealth

  • Gives you peace of mind by acting as your personal Chief Financial Officer overseeing multiple aspects of your financial life, including investments, retirement income, estate planning, insurance and college saving plans.
  • Serves the needs of individuals
    and families.
  • Total assets under management
    of $650 million.
  • The average length of our client relationships is 17 years.

LSIA Institutional

  • Provides you with customized single-strategy or balanced investment management, including equity, fixed income, index replication and factor-based investment strategies, designed to meet the needs of your organization.
  • Serves the investment needs of corporations, charitable organizations, insurance companies, municipalities and unions.
  • Total assets under management
    of $4.8 billion.
  • The average length of our client relationships is 10 years.

Our guidance. Your peace of mind.