Lakewood Asset Management is a value oriented investment firm that provides customized portfolio management tailored to individuals and families.

About Us

A disciplined, process driven, value oriented investing firm providing private portfolio management to individuals and families.

Our primary goal is to grow our clients' wealth through a disciplined, active value oriented investing strategy while minimizing risk.  Portfolios are customized to the clients' needs through the use of individual securities (stocks, bonds, ETFs, etc).

The portfolio manager does his own research and investing saving clients money by eliminating additional fees charged by mutual funds and outside money managers.

As a Fiduciary, Lakewood must act in our clients' best interest.  The portfolio manager invests his and his family's money in many of the same securities that clients own, creating an alignment of interests.

Leadership

Todd Mick
Founder, Managing Partner

Todd Mick is Founder and Managing Partner of Lakewood Asset Management, LLC. In addition to managing day to day operations of the firm, Mr. Mick is primarily responsible for investment strategy including individual security selection.

Prior to founding Lakewood, Mr. Mick spent ten years as Vice President at Mesirow Financial, where he was part of the institutional fixed income management team. Mr. Mick was responsible for the day to day investing of a multi billion dollar portfolio. He began his career as an Investment Officer with Northern Trust in Chicago. Mr. Mick graduated with a BS in Economics from Iowa State University.

Mr. Mick resides with his wife and two children in Naperville, Illinois and is an avid pilot, runner and skier.


Brooks Call
Co-Founder, Managing Partner

Brooks Call is Co-founder and managing partner of Lakewood Asset Management, LLC. In addition to helping with investment strategy, Mr. Call is primarily responsible for client relationships as well as corporate strategy.

Prior to joining Lakewood, Mr. Call spent ten years at UBS Financial Services, where he worked in the Private Wealth Management Group creating custom wealth management solutions for his clients. He began his career at Merrill Lynch. Mr. Call graduated with a BS in Psychology from Iowa State University and went on to receive an MS from Roosevelt University.

Mr. Call serves as an executive director of the Call Foundation, which provides philanthropic support to charitable organizations involved with education, social services, and cultural arts. His Wife Stacey serves on the board of directors for UCP of Nebraska.

Mr. Call resides with his wife and son in Omaha, Nebraska and enjoys hunting and fishing as well as being an avid sports fan.

Portfolio Management Services

Client portfolios are customized per clients goals, including risk tolerance, liquidity needs and time horizon. They will generally fall into one or more of three categories:

Capital Appreciation
Portfolios are constructed with capital appreciation as the primary goal. Typical portfolios will hold 25-35 individual securities (stocks, bonds, ETF's etc.). Ideally suited for those with a long term time horizon greater than 5 years.

Income
Portfolios are constructed with income as the primary goal. Typical portfolios will hold 25-35 individual securities (stocks, bonds, ETF's etc.). Ideally suited for those with a long term time horizon greater than 5 years.

Capital Preservation
Portfolios are primarily constructed with capital preservation as the primary goal. Typical portfolios will hold ETFs and potentially individual bonds depending on the size of the portfolio.

FAQ

How many securities do you hold in portfolios?
Typical portfolios hold 25-35 securities. Owning more than 35 securities provides little additional diversification.

Who holds my money and securities?
TD Ameritrade acts as custodian. We have limited power of attorney to transact on behalf of clients.

How are you compensated?
Clients are charged a simple percentage of assets under management quarterly. As a result, we are incentivized to keep costs low for clients. It's in our best interest to maximize the value of client portfolios creating an alignment of interests.

Are You a Fiduciary?
Yes. We have a legal obligation to act in our clients' best interests.

Who will be managing my money?
Todd Mick is the portfolio manager and responsible for all investment decisions. He invests the vast majority of his and his family's money in many of the same securities he buys for clients further aligning interests.

How will investment decisions be made?
We employ a value oriented investment strategy. We look for good companies that are mispriced for one reason or another. Most investments are domestic however if valuations become more attractive on foreign securities, we will invest abroad as well. We prefer small companies over large all else equal however valuation will ultimately dictate where we end up investing.

What is the minimum required investment?
The minimum to invest is $100,000.

Locations

Naperville
225 W Jefferson Avenue, Suite 102
Naperville, IL 60540

p: 312.543.1772

Omaha
9140 West Dodge Road, Suite 420
Omaha, NE 68114

p: 612.965.4110