LASALLE INVESTMENTS, LLC
CLERMONT, FLORIDA

Lasalle Investments, LLC is a pioneering financial advisory firm headquartered in Clermont, Florida. Established in 1984 by its principals, Franklin and Michelle Lasalle, the company introduced a unique personal business model aimed at providing fee-based services rather than commission-based ones. This revolutionary approach allowed for independent management of individual stock portfolios without reliance on mutual funds. During its inception, LaSalle became the first non-institutional advisory firm in Wisconsin due to regulatory advancements facilitated through collaboration with state officials. Choosing Charles Schwab as the custodian for client capital, LaSalle focused on creating long-term fiduciary relationships emphasizing accountability and regular account monitoring. Pioneered in an era when companies like Vanguard and Fidelity were expanding their discount brokerage models, LaSalle carved a niche as customer-centric relationship managers, diverging from transaction-oriented brokers. Over the past three decades, LaSalle Investments has consistently evolved with technological advancements to maintain its competitive edge. The firm developed proprietary reporting software in the mid-1980s, which remained relevant for over 20 years, and now leverages cloud-based technologies for real-time access to client data, research, and portfolios from both Clermont and its Tucson office. The firm employs a team-oriented service model where portfolio management involves coordination across various roles including account executives overseeing client interactions, financial planners gathering data, and investment committees making informed decisions. LaSalle maintains three distinct stock portfolios comprising around 60 individual companies under continuous review based on external research and earnings calls. In alignment with future industry trends, Lasalle Investments focuses heavily on integrating digital tools such as teleconferencing and cloud systems for seamless communication and data accessibility across different locations. The firm is committed to offering superior customer service and maintaining direct interactions even in an electronic environment with future plans to incorporate regular video conferencing sessions. Lasalle Investments has been consistently registered in Florida since its incorporation on May 19, 2008, under the state's regulatory structures. Its commitment to fiduciary responsibility and innovative financial solutions continues to drive client satisfaction across multiple service locations.