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Lafayette Investments, Inc.


Lafayette Investments, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
Lafayette Investments was established in 1988 which is located in Washington. Their core investment staff has been together for over ten years and manages over 200 million dollars in assets. Lafayette Investments is registered with the Securities and Exchange Commission as an investment advisor and a broker dealer.
 
The Company offers investment advisory services to individuals with assets that are significant in size and complexity. They help clients reach long term financial goals involving Investment portfolios, Retirement expectations and provisions, Tax considerations, other asset allocation decisions. No two clients are alike in their requirements, so accounts are individualized and customized. Each account is separately managed and constantly monitored to define and re defines individual needs. Assets are allocated among stocks, bonds and money market instruments based on clients’ requirements. Along with direct consultations, they provide regular quarterly reports, interim reports as needed and annual tax summaries.
 
The Company uses a disciplined approach in selecting taxable and tax exempt securities for portfolios. With more than 1 trillion dollars of issues outstanding, the tax exempt municipal bond marketplace is often mispriced. They analyze the after tax returns from treasury, corporate and municipal obligations to determine the instrument that provides the most attractive net return. The fundamental analysis they use to evaluate stock purchases guides their selection of corporate fixed income instruments. Focusing on a company’s capital structure, they determine whether or not a corporate bond is a suitable investment. Their focus is on income and preservation of capital.
 
The company will offer critical, independent thinking, constantly monitor the condition of their assets, assess the changing conditions in the marketplace and maintain an intense commitment to preserving their capital.
 
 
 
 
 
 

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