Lakeshore Capital is an independent investment advisor managing personal, family, retirement, trust, foundation/endowment and corporate accounts.
Lakeshore Capital looks for emerging, overlooked investment themes and employs proprietary fundamental analysis to identify related companies that have the potential to provide superior long-term performance.
Mr. Joel F. Conn is President and Chief Investment Officer of Lakeshore Capital, LLC where he is responsible for directing and implementing the investment policies of the firm. Prior to founding Lakeshore in 2004, Mr. Conn was a Managing Director and member of the board of directors of Montgomery Investment Management, Inc. located in Bethesda, Maryland.