We have a new name, same mission and core values

Lake Forest Securities was founded on Mid-Western values over two decades ago. Our long and deep experience in the financial industry allows us to provide excellence in service to our diverse client base in the USA and the rest of the Americas.

Financial Services

We are a team of Global Markets veterans with extensive experience in client coverage in the US and Latin America. We focus on selecting a few opportunities to match our clients needs, coupled with top of the line service and seamless execution.

Lake Forest Securities

Wealth Management

Through dedicated and careful advice, we help our clients reach their wealth management goals. We start by understanding each and everyone’s return objective vs their respective tolerance for risk, as well as their liquidity needs. We then combine this client template with our disciplined investment process and finally we contrast it with the prevailing market context. The result allows us to provide solid advice plus a full service execution.

Sales & Trading

Over the years our team has created and developed a full service trading platform across a number of fixed income and hybrid securities for a wide variety of Institutional and Wealth Management clients such as Independent Financial Advisors, Banks, Credit Unions, Pension Funds and Hedge Funds.

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