How We Work

At Park Lake Advisors, we believe great investing starts with understanding you. Here’s how we put your needs at the center of our process:

Personal Consultation
We start with a thorough conversation about your goals, financial situation, and risk comfort level. This foundation ensures your Elements Portfolio is truly tailored to you.
Research-Driven Portfolio Design
Leveraging advanced research, including proprietary models and collaboration with top third parties, we build a diversified portfolio using our Elements Portfolio Series that fits your needs – incorporating active management, passive strategies, and specialized asset classes as appropriate.
Fiduciary Commitment
As a fiduciary, our only priority is your best interest. Every recommendation and allocation is made with objectivity, diligence, and transparency.
Ongoing Monitoring & Support
We regularly review your portfolio’s performance and alignment with your goals. If market conditions or your life circumstances change, we’ll discuss thoughtful adjustments together.
Communication & Partnership
You’ll receive regular performance updates, easy access to reporting, and prompt responses to questions. We’re always here to review, rebalance, or refine your strategy as your needs change. Ready to learn more or get started? Contact us for your complimentary portfolio review or schedule a call with our advisory team.
Ongoing
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Black icon of a clipboard with a pie chart and bar graph, flanked by two curved arrows on a gray background, symbolizing Lansing Investment Management strategies.
Portfolio RebalancingWhen markets move and allocations drift, we rebalance your investments to maintain your intended mix of growth and stability.
Clear ReportingExpect transparent, easy-to-understand performance reports and ongoing access to your portfolio details.
Regular Performance ReviewsWe review your portfolio’s progress at least quarterly, measuring results against appropriate market benchmarks and your stated goals.
Adaptation to ChangeAs your life or the market evolves – through career moves, retirement or economic changes – we’ll proactively adjust your portfolio when needed.
Continuous Fiduciary OversightYour interests remain at the center of every decision. Our team monitors for new opportunities, risks, and changes in your financial picture.

Support & Communication

We believe great investment management is built on proactive communication and strong client relationships. Here’s what you can expect from Park Lake Advisors:

Dedicated Advisor Access

You have direct access to your advisor – by phone, email or in person – whenever you have questions or want to discuss your goals.

Regular Updates

We provide clear, timely performance reports and updates on your portfolio, so you always know where you stand.

Educational Resources

We offer periodic market commentary, Five-Minute Finance educational videos and The Park Lake Perspective Blog to help you stay informed about investing and financial planning.

Prompt Response

We respond to all messages and inquiries within one business day, ensuring you always receive timely support.