Lakewood Asset Management
A value-oriented investment firm that provides customized portfolio management tailored to individuals and families.
Our Approach
We invest with conviction, not consensus. Our value-driven approach targets distinct opportunities across equities and bonds.
We construct portfolios designed to endure across full market cycles, rather than chasing short-term trends or stretching for yield. Our goal is to compound your capital while remaining prepared for whatever environment the market delivers.
A collaborative approach to wealth management.
Strong relationships are grounded in trust. Choosing a partner to help manage your wealth is both a financial and a personal decision. This involves more than evaluating expertise or services, it requires confidence that you will be understood and supported over the long term.
Our Leadership
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Todd Mick
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Brooks Call
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Michael Lannan, CFA®
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Catherine Lannan, CFP®