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Lafayette Investments
Lafayette Investments is an SEC-registered investment adviser in Ashton, MD, since 1988. It manages $943 million in assets. The firm has 7 employees and 6...
Overview
Lafayette Investments is an SEC-registered investment adviser in Ashton, MD, since 1988. It manages $943 million in assets. The firm has 7 employees and 6 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1988
Location
Region
North America
Country
United States
City
Ashton
Corporate office
Ashton, MD, United States
Principals
Frank Burke
Chairman, CEO, and Chief Investment Officer
Sector focus
Frequently asked questions
Who makes investment decisions at Lafayette Investments?
Frank Burke, the firm's Chairman, CEO, and Chief Investment Officer, is the central decision-maker for portfolio construction and security selection. He is supported by a small analytical team in the Ashton, Maryland office. Burke also manages the Burke Family Trust, which invests alongside client accounts in many of the same positions, aligning his personal capital with client outcomes.
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