Lasalle Investment Management Securities

LaSalle Investment Management Securities, LLC is an investment adviser specializing in portfolio management services for real estate securities, serving high-net worth and institutional clients since its formation in 1985. The firm tailors its services to meet individual client needs, offering various Real Estate Securities programs globally. LaSalle Securities employs a top-down and bottom-up analytical approach to construct portfolios, focusing on value-based investment discipline. Clients have the option to impose reasonable restrictions on investments. The firm does not participate in wrap fee programs and had $3.1 billion in assets under management as of December 31, 2024. Fees are typically based on a fixed or tiered percentage of assets under management, with some clients having a blended fee structure. LaSalle Securities may receive soft dollar benefits from broker-dealers for research services. The firm reviews client accounts regularly through the Portfolio Management Oversight Committee and accepts discretionary authority to manage securities accounts. Clients are responsible for choosing custodians, and the firm does not offer custodial services. LaSalle Securities has authority to vote securities for certain clients based on its Proxy Voting Policy. The firm has no financial conditions impairing its ability to meet client commitments.