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.

Lafayette Investments is a registered investment adviser (RIA), not a single-family office, but it operates with a family-office mindset. Frank Burke runs concentrated, tax-sensitive portfolios with multi-decade holding periods — an approach more characteristic of a family partnership than a conventional RIA. The Burke Family Trust co-invests with clients, reinforcing this permanent-capital posture.

The firm practices concentrated value investing, buying high-quality businesses at discounts to intrinsic value and holding them for extended periods. Frank Burke has stated an aversion to market timing and portfolio-churning. Portfolios typically hold a limited number of positions, and historical disclosures show low turnover across equities, fixed-income instruments, and select private placements.

Yes, alongside public equities and fixed income, Lafayette selectively participates in private placements. These allocations are modest and opportunistic, consistent with the firm's overall philosophy of deliberate concentration rather than broad diversification. The private holdings are generally co-invested alongside the Burke Family Trust.

Lafayette manages separate accounts for high-net-worth individuals, families, and a small number of institutions. The firm does not operate pooled investment vehicles like mutual funds. Each account is customized for tax efficiency and long-term compounding, reflecting the bespoke approach of a family office run inside an RIA structure.