Lafayette Investments

Investment Advisory Service, Financial Planners, Financial Planning Consultants

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(301) 576-4320Call Visit WebsiteVisit Website Map & DirectionsDirections7910 Woodmont Ave Ste 905Bethesda, MD 20814 Write a ReviewWrite Review

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Lafayette Investments

Mutual Funds
Our investment recommendations include advice regarding the following securities: exchange-listed securities, securities traded over-the-counter, foreign issuers, corporate debt securities, municipal securities, mutual fund shares and United States governmental securities. You may provide restrictions on the inclusion of specific securities or industries in your accounts as well as direct us to sell or avoid selling specific securities. We monitor your account on an ongoing basis, with each account reviewed at least quarterly.

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Email: Email Business
Other Link: http://lafayetteinvestments.com
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Mutual Funds, Retirement Planning Services

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Phone: (301) 576-4320

Address: 7910 Woodmont Ave Ste 905, Bethesda, MD 20814

Website: http://lafayetteinvestments.com

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Lafayette Investments

Mutual Funds
Our investment recommendations include advice regarding the following securities: exchange-listed securities, securities traded over-the-counter, foreign issuers, corporate debt securities, municipal securities, mutual fund shares and United States governmental securities. You may provide restrictions on the inclusion of specific securities or industries in your accounts as well as direct us to sell or avoid selling specific securities. We monitor your account on an ongoing basis, with each account reviewed at least quarterly.
Wealth Management
Services: Lafayette offers investment advisory services, including wealth management and financial planning consulting, to retail investors. We work closely with you to identify your individual objectives, time horizons, risk tolerance and cash needs. Account supervision is guided by your stated objectives as well as tax considerations.
Money Market Funds
In addition to our investment advisory fees, accounts are subject to fees related to brokerage and advisory services. Fees can be charged directly or indirectly. Direct fees can include transaction fees, exchange fees, wire transfer fees, electronic fund fees and other fees and taxes on brokerage account and securities transactions which are charged from the custodian. Indirect fees can include internal management fees and annual fund operating expenses charged by mutual funds, money market funds or other investment companies ("Funds"), which are disclosed in the fund's prospectus. You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying.

Accounting Services

Financial Planning
Mr. Noyes is an investment advisor with the Firm and also a member of the equity research team. He began his career with Lafayette in 1993. Mr. Noyes provides investment and financial planning advice to individual clients. He received a BS in accounting from the University of Maryland in 1992 and is a Certified Public Accountant and a Certified Financial Planner. Mr. Noyes is married and has four children.
Retirement Planning
Asset Management

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