LSIA Wealth & Institutional

LSIA Wealth & Institution

Booth 323
Website myLSIA.com
Contact Name Kevin Yousif, CFA
Title Chief Investment Officer, Passive
Address 39533 Woodward Ave., Suite 302
Bloomfield Hills, MI  48304
Phone 631-351-1368
Email This email address is being protected from spambots. You need JavaScript enabled to view it.

Company Description

LSIA provides you with customized single-strategy or balanced investment management, including equity, fixed income, index replication and factor-based investment strategies, all of which can be screened against Catholic church social responsibility restrictions. We serve the investment needs of charitable organizations, corporations, insurance companies, municipalities and unions, among others. As an employee-owned firm with $5.5 billion in total assets under management (as of 3/31/18), we believe peace of mind can be achieved when clients come first and are served with the utmost integrity and transparency.

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