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Our Process

At LaSalle Street Consulting, we strive to establish and maintain a professional fit with all of our client relationships. Our process is designed to guide you in developing appropriate investment policies, asset allocation and investment strategies that are conducive to your personal financial goals.

Our approach is to deliver comprehensive support while continually reviewing performance results to help keep your plan on track and informed of current economic and market conditions. When it comes to strategically managing your investment plan, we believe you deserve a partner upon whom you can rely on for quality financial advice and service that delivers end results with integrity, transparency and advocacy.

Step 1: Organize

  • Investment policy development – responsibilities, goals, objectives and guidelines
  • Purpose and background of investment program
  • Duties and responsibilities of all parties
  • Objective and guidelines – investment time horizon, risk tolerances, performance expectations, asset allocation and rebalancing guidelines
  • Investment manager selection procedures
  • Securities guidelines and investment restrictions
  • Review and control procedures – monitoring requirements

Please click the videos below to play.

Organize Formalize Implement Monitor
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The information contained within these videos is for educational purposes only and should not be construed as a recommendation of any security outside of a managed account.

Diversification does not ensure a profit or protect against a loss. Past performance is not a guarantee of future results. Investing involves risk and you may incur a profit or a loss. There is no assurance that any investment strategy will be successful.

Mutual funds are sold by prospectus only. Investors should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about these investment companies and is available from your financial advisor. The prospectus should be read carefully before investing.

Separately Managed Accounts (SMAs) may not be appropriate for all investors. SMA minimums are typically $100,000 and may be more appropriate for affluent investors with $300,000 or more to invest.

High-yield (below investment grade) bonds are not suitable for all investors.

International investing involves special risks, including currency fluctuations, different financial accounting standards, and possible political and economic volatility. Investing in small-cap stocks generally involves greater risks, and therefore, may not be appropriate for every investor.

Commodities trading is generally considered speculative because of the significant potential for investment loss. Commodities are volatile investments and should only form a small part of a diversified portfolio. Among the factors that could affect the value of the fund’s investments in commodities are cyclical economic conditions, sudden political events, and adverse international monetary policies.

These portfolios may be subject to international, small-cap and sector-focus exposures as well.

Markets for precious metals and other commodities are likely to be volatile and there may be sharp price fluctuations even during periods when prices overall are rising. Specific sector investing such as real estate can be subject to different and greater risks than more diversified investments. Declines in the value of real estate, economic conditions, property taxes, tax laws and interest rates all present potential risks to real estate investments.