Interlake provides fully independent, fee-only advisory services to individuals, families, and organizations. The firm’s independence means it has no ties to any other entities, no conflicts of interest, and no objectives beyond its clients’ long-term success. Our commitment to a fee-only business model reinforces that independence. Clients can rest assured that Interlake’s investment decisions are always made purely on the merits as we perceive them. As a registered investment advisor (RIA), the firm explicitly embraces its fiduciary duty to put its clients’ interests above all others.
For private clients, Interlake offers two investment disciplines, the tactical Alpha Portfolio and the strategic Allocation Portfolios. In the Alpha program, we select a small number of securities we believe offer the most compelling risk-return characteristics in a particular market environment. In the Allocation program, we use index-based funds to build and maintain five inexpensive, diversified portfolios designed to match investors’ individual levels of risk acceptance.
Annual fees begin at 1.00% for the Allocation program and 1.50% for the Alpha program. In percentage terms, Interlake’s fees decline rapidly as household assets grow. (Note that total annual household fees for the Allocation Portfolios are capped at $10,000.)
Interlake uses industry leader TD Ameritrade Institutional as its custodian for private client assets.
Do you have questions about Interlake's fee-only advisory services?
Would you like to assess your current plan relative to best practices? If so, we invite you to connect with us at 831-574-3248 or firstname.lastname@example.org.