Our Operational & Reporting Systems

Financial Counselors

Financial Counselors

1. Regular Meetings to address change
2. Reviewing Performance
3. Review Economic Data
Financial Planners

Financial Planners

1. Planning Through Retirement 2. Determining Asset Allocation Model. 3. How a Plan Protects our Emotional Self
Investment Managers

Investment Managers

1. Investment Diversification
2. Current Economic Outlook
3. Why Investment Time Horizons of 3-5 Years
The LaSalle Portfolio

The LaSalle Portfolio

1. Controlling Your Dividend Stream
2. Difference Between a Portfolio Versus Funds or ETF's.
3. A Portfolio of 15-20 Stocks.

Our Research Toolkit

The tools, services and internal processes we use help define what we do.  The firm uses longer term, 3-5 year timeframe allocations as investments.