Asset Management and Fiduciary Services

Investment advice for the journey ahead...

Since 2007, Interlake Capital Management has helped its clients — individuals, families, sponsors of workplace retirement plans, and participants in those plans — create investment programs and portfolios to meet long-term financial goals.

Workplace Retirement Plans

Fiduciary delegation and participant advice

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A Personalized Experience

Powerful financial wellness tools

Interlake’s DNA

Let’s get right to the heart of what we do.

We’re in the business of reducing stress. We’re in the business of answering financial questions. We’re in the business of helping people (individual investors, sponsors of workplace retirement plans, and participants in those plans) worry less and live more.

While our work centers on the design and selection of sensible investments, our purpose reaches well beyond those core functions. We want to help people make good financial decisions, enjoy the confidence that flows from those decisions, and maintain the discipline that flows from that confidence. When we get these things right, we can help our clients live happier, healthier, more fulfilling lives. 

If that sounds like something you might want to be a part of, we’d love to hear from you.

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