A. Firm Information Lansing Street Advisors LLC (“Lansing Street” or the “Advisor”) is a registered investment advisor with the SEC and is located in the Commonwealth of Pennsylvania. Lansing Street was organized as a Limited Liability Company (“LLC”) under the laws of Pennsylvania in April 2020. Lansing Street is owned and operated by Matthew Topley (Chief Executive Officer). This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by Lansing Street. The Chief Compliance Officer is Michael Topley. B. Advisory Services Offered Scope of Services Lansing Street provides discretionary and/or non-discretionary (See Non-Discretionary Service Limitations below) investment advisory services for a fee as discussed at Item 5 below. Before engaging Lansing Street to provide investment advisory services, clients are required to enter into a Wealth Management Agreement with Lansing Street setting forth the terms and conditions of the engagement (including termination), describing the scope of the services to be provided, and the fee that is payable by the client. To commence the investment advisory process, Lansing Street will ascertain each client’s investment objective(s) and then allocate the client’s assets consistent with the client’s designated investment objective(s). Once allocated, Lansing Street provides ongoing supervision of the client’s account(s). As discussed below, Lansing Street believes that it is important for the client to address financial planning issues on an ongoing basis. Accordingly, to the extent requested, Lansing Street also remains available to provide financial planning and related consulting services to its clients. If, subsequent to completion of the initial planning and consulting services, the client engages Lansing Street to provide investment advisory services per the terms and conditions of the above-referenced Wealth Management Agreement, Lansing Street’s annual investment advisory fee shall thereafter generally include (with exceptions) ongoing financial planning and consulting services, to the extent specifically requested by the client. In the event that the client requires extraordinary planning and/or consultation services (to be determined in Lansing Street’s sole discretion), Lansing Street may determine to charge an additional fee for such services, the dollar amount of which shall be set forth in a separate written notice to the client. Wealth Management Services Lansing Street provides customized investment and wealth planning solutions for its Clients. This is achieved through continuous personal Client contact and interaction while providing discretionary investment management and related advisory services. Investment Management Services – Lansing Street works closely with each Client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to create a portfolio strategy. Lansing Street will then construct an investment portfolio primarily utilizing exchange-traded funds (“ETFs”). The Advisor may also utilize mutual funds, individual equity securities, individual fixed income securities and other types of investments, as appropriate to meet the needs of the Client. The Advisor may retain certain legacy investments based on portfolio fit and/or tax considerations. Lansing Street’s investment strategies are primarily long-term focused, but the Advisor may buy, sell or re- allocate positions that have been held less than one year to meet the objectives of the Client or due to market conditions. Lansing Street will construct, implement and monitor the portfolio to ensure it meets the goals, objectives, circumstances, and risk tolerance agreed to by the Client. Each Client will have the opportunity to place reasonable restrictions on the types of investments to be held in their respective portfolio, subject to acceptance by the Advisor. Lansing Street evaluates and selects investments for inclusion in Client portfolios only after applying its internal due diligence process. Lansing Street may recommend, on occasion, redistributing investment allocations to diversify the portfolio. Lansing Street may recommend specific positions to increase sector or asset class weightings. The Advisor may recommend employing cash positions as a possible hedge against market movement. Lansing Street may recommend selling positions for reasons that include, but are not limited to, harvesting capital gains or losses, business or sector risk exposure to a specific security or class of securities, overvaluation or overweighting of the position[s] in the portfolio, change in risk tolerance of the Client, generating cash to meet Client needs, or any risk deemed unacceptable for the Client’s risk tolerance. At no time will Lansing Street accept or maintain custody of a Client’s funds or securities, except for the limited authority as outlined in Item 15 - Custody. All Client assets will be managed within the designated account[s] at the Custodian, pursuant to the terms of the advisory agreement. Please see Item 12 – Brokerage Practices. Use of Independent Managers As noted above, Lansing Street may also recommend to Clients that all or a portion of their investment portfolio be implemented by utilizing one or more unaffiliated money managers/investment platforms (collectively “Independent Managers”), which are available through the recommended Custodians. The Advisor ensures that the Independent Managers recommended to Clients are registered or notice filed in the Commonwealth of Pennsylvania and the jurisdiction where the Client resides as a firm and in their individual capacity prior to recommending the Independent Manager to the Client. Lansing Street serves as the Client’s primary advisor and relationship manager. However, the Independent Manager[s] will assume discretionary authority for the day-to-day investment management of those assets placed in their control. Lansing Street will assist and advise the Client in establishing in-vestment objectives for their account[s], the selection of the Independent Manager[s], and defining any restrictions on the account[s]. Lansing Street will continue to provide oversight of the Client’s account[s] and ongoing monitoring of the activities of these unaffiliated parties. The Independent Manager[s] will implement the selected investment strategies based on their investment mandates. The Client may be able to impose reasonable investment restrictions on these accounts, subject to the acceptance of these third parties. Prior to entering into an agreement with an Independent Manager, the Client will be provided with the Independent Manager’s Form ADV Part 2A - Disclosure Brochure (or a brochure that makes the appropriate disclosures). Lansing Street is also responsible for determining whether the Independent Manager is properly registered, notice filed or exempt from such filings with the applicable securities regulators. Lansing Street does not receive any compensation from these Independent Managers or Investment Platforms, other than Lansing Street’s investment advisory fee, as described in Item 5 below. Financial Planning Services – Lansing Street provides a variety of financial planning and consulting services to Clients as part of its wealth management services and agreement. Services are offered in several areas of a Client’s financial situation, depending on their goals, objectives and financial circumstance. Generally, such financial planning services involve preparing a formal financial plan or rendering a specific financial consultation based on the Client’s financial goals and objectives. This planning or consulting may encompass one or more areas of need, including but not limited to, investment planning, retirement planning, personal savings, education savings, insurance needs, and other areas of a Client’s financial situation. A financial plan developed for, or financial consultation rendered to the Client will usually include general recommendations for a course of activity or specific actions to be taken by the Client. For example, recommendations may be made that the Client start or revise their investment programs, commence or alter retirement savings, establish education savings and/or charitable giving programs. Lansing Street may also refer Clients to an accountant, attorney or other specialists, as appropriate for their unique situation. For certain financial planning engagements, the Advisor will provide a written summary of the Client’s financial situation, observations, and recommendations. For consulting or ad-hoc engagements, the Advisor may not provide a written summary. Plans or consultations are typically completed within six (6) months of contract date, assuming all information and documents requested are provided promptly. Clients are not obligated to implement any recommendations made by the Advisor or maintain an ongoing relationship with the Advisor. If the Client elects to act on any of the recommendations made by the Advisor, the Client is under no obligation to implement the transaction through the Advisor. MISCELLANEOUS Initial Planning and Consulting Services. To the extent requested and separately engaged by the client to do so, Lansing Street will generally provide initial financial planning and related consulting services regarding matters such as tax and estate planning, insurance, etc. per the terms and conditions of a separate agreement and a separate fee as discussed at Item 5 below. Prior to engaging Lansing Street to provide initial planning or consulting services, clients are generally required to enter into a Financial Planning and Consulting Agreement with Lansing Street setting forth the terms and conditions of the engagement (including termination), describing the scope of the services to be provided, and the portion of the fee that is due from the client prior to Lansing Street commencing services. Subsequent Financial Planning Services/Limitations. As indicated above, if, subsequent to completion of the initial planning and consulting services engagement, the client determines to engage Lansing Street to provide investment advisory services per the terms and conditions of the above-referenced Wealth Management Agreement, Lansing Street’s annual investment advisory fee thereafter shall generally include (with exceptions) ongoing financial planning and consulting services, to the extent specifically requested by the client. In the event that the client requires extraordinary planning and/or consultation services (to be determined in the sole discretion of Lansing Street), Lansing Street may determine to charge an additional fee for such services, the dollar amount of which shall be set forth in a separate written notice to the client. Please Note. Lansing Street believes that it is important for the client to address financial planning issues on an ongoing basis. Lansing Street’s advisory fee, as set forth at Item 5 below, will remain the same regardless of whether or not the client determines to address financial planning issues with Lansing Street. Please Also Note: Lansing Street does not serve as an attorney, accountant, or insurance agent, and no portion of our services should be construed as same. Accordingly, Lansing Street does not prepare legal documents, prepare tax returns, or sell insurance products. To the extent requested by a client, Lansing Street may recommend the services of other professionals for non-investment implementation purpose (i.e., attorneys, accountants, insurance, etc.), including Lansing Street’s Chief Operating Officer Mike Topley, for insurance sales/services per a separate engagement and fee-see additional disclosure at Item 10 below. The client is not under any obligation to engage any such professional(s). The client retains absolute discretion over all such implementation decisions and is free to accept or reject any recommendation from Lansing Street and/or its representatives. If the client engages any unaffiliated professional (i.e., attorney, accountant, insurance agent, etc.) recommended or otherwise, and a dispute arises thereafter relative to such engagement, the client agrees to seek recourse exclusively from the engaged professional. At all times, the engaged unaffiliated licensed professional[s] (i.e., attorney, accountant, insurance agent, etc.), and not Lansing Street, shall be responsible for the quality and competency of the services provided. Delegated Planning, LLC. Lansing Street utilizes the sub-planning services provided by Delegated Planning, LLC (“Delegated”), an unaffiliated financial planning and consulting firm. Delegated assists Lansing Street with the financial planning services that Lansing Street provides to its clients. At all times, the client shall interact with Lansing Street regarding the financial planning process. Delegated has agreed to maintain all client information in a confidential and secure manner. Lansing Street compensates Delegated for its services. The client does not pay a higher planning fee to Lansing Street as result for the Delegated arrangement. Click here to learn more about Delegated Planning, LLC. Please Note: Retirement Rollovers-Potential for Conflict of Interest. A client or prospective client leaving an employer typically has four options regarding an existing retirement plan (and may engage in a combination of these options): (i) leave the money in the former employer’s plan, if permitted, (ii) roll over the assets to the new employer’s plan, if one is available and rollovers are permitted, (iii) roll over to an Individual Retirement Account (“IRA”), or (iv) cash out the account value (which could, depending upon the client’s age, result in adverse tax consequences). If Lansing Street recommends that a client roll over their retirement plan assets into an account to be managed by Lansing Street, such a recommendation creates a conflict of interest if Lansing Street will earn new (or increase its current) compensation as a result of the rollover. If Lansing Street provides a recommendation as to whether a client should engage in a rollover or not (whether it is from an employer’s plan or an existing IRA), Lansing Street is acting as a fiduciary within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. No client is under any obligation to roll over retirement plan assets to an account managed by Lansing Street, whether it is from an employer’s plan or an existing IRA. Lansing Street’s Chief Compliance Officer, Mike Topley, remains available to address any questions that a client or prospective client may have regarding the potential for conflict of interest presented by such rollover recommendation. Custodian Charges - Additional Fees. As discussed below at Item 12 below, when requested to recommend a broker-dealer/custodian for client accounts, Lansing Street generally recommends that Schwab serve as the broker-dealer/custodian for client investment management assets. Broker-dealers such as Schwab charge brokerage commissions, transaction, and/or other type fees for effecting certain types of securities transactions (i.e., including transaction fees for certain mutual funds, and mark-ups and mark-downs charged for fixed income transactions, etc.). The types of securities for which transaction fees, commissions, and/or other type fees (as well as the amount of those fees) shall differ depending upon the broker-dealer/custodian (while certain custodians, including Schwab and Fidelity, do not currently charge fees on individual equity transactions, others do. Please Note: there can be no assurance that Schwab will not change their transaction fee pricing in the future). These fees/charges are in addition to Lansing Street’s investment advisory fee disclosed at Item 5 below. Lansing Street does not receive any portion of these fees/charges. ANY QUESTIONS: Lansing Street’s Chief Compliance Officer, Mike Topley, remains available to address any questions that a client or prospective client may have regarding the above. Portfolio Activity. Lansing Street has a fiduciary duty to provide services consistent with the client’s best interest. Lansing Street will review client portfolios on an ongoing basis to determine if any changes are necessary based upon various factors, including, but not limited to, investment performance, market conditions, fund manager tenure, style drift, account additions/withdrawals, and/or a change in the client’s investment objective. Based upon these factors, there may be extended periods of time when Lansing Street determines that changes to a client’s portfolio are neither necessary, nor prudent. Clients remain subject to the fees described in Item 5 below during periods of account inactivity. Independent Managers. The Lansing Street may allocate a portion of the client’s investment assets among unaffiliated independent investment managers in accordance with the client’s designated investment objective(s). In such situations, the Independent Manager[s] shall have day-to- day responsibility for the active discretionary management of the allocated assets. Lansing Street shall continue to render investment supervisory services to the client relative to the ongoing monitoring and review of account performance, asset allocation and client investment objectives. Factors that Lansing Street shall consider in recommending Independent Manager[s] include the client’s designated investment objective(s), management style, performance, reputation, financial strength, reporting, pricing, and research. Please Note. The investment management fee charged by the Independent

Manager[s] is separate from, and in addition to, Lansing Street’s investment advisory fee disclosed at Item 5 below. ANY QUESTIONS: Lansing Street’s Chief Compliance Officer, Mike Topley, remains available to address any questions that a client or prospective client may have regarding the allocation of account assets to an Independent Manager(s), including the specific additional fee to be charged by such Independent Manager(s). Interval Funds – Risks and Limitations: Where appropriate, Lansing Street may utilize interval funds. An interval fund is a non-traditional type of closed-end mutual fund that periodically offers to buy back a percentage of outstanding shares from shareholders. Investments in an interval fund involve additional risk, including lack of liquidity and restrictions on withdrawals. During any time periods outside of the specified repurchase offer window(s), investors will be unable to sell their shares of the interval fund. There is no assurance that an investor will be able to tender shares when or in the amount desired. There can also be situations where an interval fund has a limited amount of capacity to repurchase shares and may not be able to fulfill all purchase orders. In addition, the eventual sale price for the interval fund could be less than the interval fund value on the date that the sale was requested. While an internal fund periodically offers to repurchase a portion of its securities, there is no guarantee that investors may sell their shares at any given time or in the desired amount. As interval funds can expose investors to liquidity risk, investors should consider interval fund shares to be an illiquid investment. Typically, the interval funds are not listed on any securities exchange and are not publicly traded. Thus, there is no secondary market for the fund’s shares. Because these types of investments involve certain additional risk, these funds will only be utilized when consistent with a client’s investment objectives, individual situation, suitability, tolerance for risk and liquidity needs. Investment should be avoided where an investor has a short-term investing horizon and/or cannot bear the loss of some, or all, of the investment. There can be no assurance that an interval fund investment will prove profitable or successful. In light of these enhanced risks, a client may direct Lansing Street, in writing, not to employ any or all such strategies for the client’s account. Please Note: Use of Mutual and Exchange Traded Funds: Lansing Street utilizes mutual funds and exchange traded funds for its client portfolios. In addition to Lansing Street’s investment advisory fee described below, and transaction and/or custodial fees discussed below, clients will also incur, relative to all mutual fund and exchange traded fund purchases, charges imposed at the fund level (e.g., management fees and other fund expenses). Affiliated Private Fund. Lansing Street and/or its principals are affiliated with Lansing Street Real Estate Fund LLC, a private investment fund (the “Fund”), the complete description of which (the terms, conditions, risks, conflicts and fees, including incentive compensation) is set forth in the Fund’s offering documents. Lansing Street, on a non-discretionary basis, may recommend that qualified clients consider allocating a portion of their investment assets to the Fund. Lansing Street’s clients are under absolutely no obligation to consider or make an investment in the Fund. Please Note: Private investment funds generally involve various risk factors, including, but not limited to, potential for complete loss of principal, liquidity constraints and lack of transparency, a complete discussion of which is set forth in each fund’s offering documents, which will be provided to each client for review and consideration. Unlike liquid investments that a client may own, private investment funds do not provide daily liquidity or pricing. Each prospective client investor will be required to complete a Subscription Agreement, pursuant to which the client shall establish that he/she is qualified for investment in the fund and acknowledges and accepts the various risk factors that are associated with such an investment. Please Also Note: Conflict of Interest. Because Lansing Street and/or its affiliates can earn compensation from the Fund (i.e., management fees, incentive compensation, etc.) that could generally exceed the fee that Lansing Street would earn under its standard asset-based fee schedule referenced in Item 5 below, the recommendation that a client become a Fund investor presents a conflict of interest. No client is under any obligation to become a Fund investor. Given the conflict of interest, Lansing Street advises that clients consider seeking advice from independent professionals (i.e., attorney, accountant, adviser, etc.) of their choosing prior to becoming a Fund investor. No client is under absolutely any obligation to become a Fund investor. ANY QUESTIONS: Lansing Street’s Chief Compliance Officer, Mike Topley, remains available to address any questions regarding this conflict of interest. Investment Manager Conflict of Interest: The Lansing Street may recommend that the client allocate assets to an unaffiliated investment manager and/or investment fund, a principal of which manage, or fund is also a Lansing Street client. Such a recommendation presents a conflict of interest because Lansing Street could have an economic incentive to recommend that its clients allocate assets to such manager or fund (i.e., as result of the introduction, Lansing Street will assist an existing client from whom it currently earns, and anticipates it will continue to earn, investment advisory fees). In addition, the conflict could also prejudice Lansing Street’s judgment to initially recommend and/or subsequently terminate the manager and/or fund. No client is under absolutely any obligation to become a fund investor. To the extent such a recommendation could occur, Lansing Street shall disclose such conflict, in writing, to the client at the time of any such recommendation. ANY QUESTIONS: Lansing Street’s Chief Compliance Officer, Mike Topley, remains available to address any questions that a client or prospective client may have regarding the above conflict of interest. Please Note: Non-Discretionary Service Limitations. Clients that determine to engage Lansing Street on a non-discretionary investment advisory basis must be willing to accept that Lansing Street cannot effect any account transactions without obtaining prior consent to any such transaction(s) from the client. Thus, in the event that Lansing Street would like to make a transaction for a client’s account, and client is unavailable, Lansing Street will be unable to effect the account transaction (as it would for its discretionary clients) without first obtaining the client’s consent. Cash Positions. Lansing Street continues to treat cash as an asset class. As such, unless determined to the contrary by Lansing Street, all cash positions (money markets, etc.) shall continue to be included as part of assets under management for purposes of calculating Lansing Street’s advisory fee. At any specific point in time, depending upon perceived or anticipated market conditions/events (there being no guarantee that such anticipated market conditions/events will occur), Lansing Street may maintain cash positions for defensive purposes. In addition, while assets are maintained in cash, such amounts could miss market advances. Depending upon current yields, at any point in time, Lansing Street’s advisory fee could exceed the interest paid by the client’s money market fund. Lansing Street’s Chief Compliance Officer, Mike Topley, remains available to address any questions that a client or prospective may have regarding the above fee billing practice. Cash Sweep Accounts. Account custodians generally require that cash proceeds from account transactions or cash deposits be swept into and/or initially maintained in the custodian’s sweep account. The yield on the sweep account is generally lower than those available in money market accounts. To help mitigate this issue, Lansing Street shall generally purchase a higher yielding money market fund available on the custodian’s platform with cash proceeds or deposits, unless Lansing Street reasonably anticipates that it will utilize the cash proceeds during the subsequent 30-day period to purchase additional investments for the client’s account. Exceptions and/or modifications can and will occur with respect to all or a portion of the cash balances for various reasons, including, but not limited to, the amount of dispersion between the sweep account and a money market fund, an indication from the client of an imminent need for such cash, or the client has a demonstrated history of writing checks from the account. Lansing Street’s Chief Compliance Officer, Mike Topley, remains available to address any questions that a client or prospective client may have regarding the above. Socially Responsible Investing Limitations. Socially Responsible Investing involves the incorporation of Environmental, Social and Governance (“ESG”) considerations into the investment due diligence process. ESG investing incorporates a set of criteria/factors used in evaluating potential investments: Environmental (i.e., considers how a company safeguards the environment); Social (i.e., the manner in which a company manages relationships with its employees, customers, and the communities in which it operates); and Governance (i.e., company management considerations). The number of companies that maintain an acceptable ESG mandate can be limited when compared to those that do not and could underperform broad market indices. Investors must accept these limitations, including potential for underperformance. Correspondingly, the number of ESG mutual funds and exchange-traded funds are limited when compared to those that do not maintain such a mandate. As with any type of investment (including any investment and/or investment strategies recommended and/or undertaken by Lansing Street), there can be no assurance that investment in ESG securities or funds will be profitable or prove successful. Lansing Street does not maintain or advocate an ESG investment strategy but will seek to employ ESG if directed by a client to do so. Cryptocurrency and Digital Assets. For clients who want exposure to cryptocurrencies and digital assets, including Bitcoin, Lansing Street will advise the client to consider a potential investment in corresponding exchange traded securities, or an allocation to separate account managers and/or private funds that provide cryptocurrency exposure. Cryptocurrencies are digital assets that can be used to buy goods and services and use an online ledger with strong cryptography (i.e., a method of protecting information and communications through the use of codes) to secure online transactions. Unlike conventional currencies issued by a monetary authority, cryptocurrencies are generally not controlled or regulated, and their price is determined by the supply and demand of their market. Because cryptocurrency is currently considered to be a speculative investment, Lansing Street will not exercise discretionary authority to purchase a cryptocurrency investment for client accounts. Rather, a client must expressly authorize the purchase of the cryptocurrency investment. Please Note: Lansing Street does not recommend or advocate the purchase of, or investment in, cryptocurrencies. Lansing Street considers such an investment to be speculative. Please Also Note: Clients who authorize the purchase of a cryptocurrency investment must be prepared for the potential for liquidity constraints, extreme price volatility and complete loss of principal. Reporting Services. Lansing Street can also provide account reporting services, which can incorporate client investment assets that are not part of the assets that Lansing Street manages (the “Excluded Assets”). Unless agreed to otherwise, the client and/or his/her/its other advisors that maintain trading authority, and not Lansing Street, shall be exclusively responsible for the investment performance of the Excluded Assets. Unless also agreed to otherwise, Lansing Street does not provide investment management, monitoring or implementation services for the Excluded Assets. If Lansing Street is asked to make a recommendation as to any Excluded Assets, the client is under absolutely no obligation to accept the recommendation, and Lansing Street shall not be responsible for any implementation error (timing, trading, etc.) relative to the Excluded Assets. The client can engage Lansing Street to provide investment management services for the Excluded Assets pursuant to the terms and conditions of the Wealth Management Agreement between Lansing Street and the client.
• eMoney. In the event that Lansing Street provides the client with access to an unaffiliated vendor’s website such as eMoney, and the site provides access to information and/or concepts, including financial planning, the client, should not, in any manner whatsoever, infer that such access is a substitute for services provided by Lansing Street. Rather, if the client utilizes any such content, the client does so separate and independent of Lansing Street. Other Assets. To the extent that Lansing Street provides advisory monitoring or review services for client investment assets for which Lansing Street does not maintain custodian access or trading authority (including initial and ongoing consideration of such assets as part of the client’s asset allocation), Lansing Street may determine to include such assets in its advisory fee calculation per Item 5 below. Client Obligations. In performing our services, Lansing Street shall not be required to verify any information received from the client or from the client’s other professionals and is expressly authorized to rely thereon. Moreover, it remains each client’s responsibility to promptly notify Lansing Street if there is ever any change in his/her/its financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. Please Note: Investment Risk. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Lansing Street) will be profitable or equal any specific performance level(s). Cybersecurity Risk. The information technology systems and networks that Lansing Street and its third-party service providers use to provide services to Lansing Street’s clients employ various controls, which are designed to prevent cybersecurity incidents stemming from intentional or unintentional actions that could cause significant interruptions in Lansing Street’s operations and result in the unauthorized acquisition or use of clients’ confidential or non-public personal information. Clients and Lansing Street are nonetheless subject to the risk of cybersecurity incidents that could ultimately cause them to incur losses, including for example: financial losses, cost, and reputational damage to respond to regulatory obligations, other costs associated with corrective measures, and loss from damage or interruption to systems. Although Lansing Street has established its systems to reduce the risk of cybersecurity incidents from coming to fruition, there is no guarantee that these efforts will always be successful, especially considering that Lansing Street does not directly control the cybersecurity measures and policies employed by third-party service providers. Clients could incur similar adverse consequences resulting from cybersecurity incidents that more directly affect issuers of securities in which those clients invest, broker-dealers, qualified custodians, governmental and other regulatory authorities, exchange and other financial market operators, or other financial institutions. Disclosure Brochure. A copy of Lansing Street’s written Brochure as set forth on Part 2A of Form ADV and Form CRS (Client Relationship Summary) shall be provided to each client prior to, or contemporaneously with, the execution of an agreement between the client and Lansing Street. C. Client Account Management Prior to engaging Lansing Street to provide wealth management services, each Client is required to enter into an agreement with the Advisor that define the terms, conditions, authority and responsibilities of the Advisor and the Client. These services may include:
• Establishing an Investment Strategy – Lansing Street, in connection with the Client, will develop a strategy that seeks to achieve the Client’s goals and objectives.
• Asset Allocation – Lansing Street will develop a strategic asset allocation that is targeted to meet the investment objectives, time horizon, financial situation and tolerance of risk for each Client.
• Portfolio Construction – Lansing Street will develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client.
• Investment Management and Supervision – Lansing Street will provide investment management and ongoing oversight of the Client’s investment portfolio. D. Wrap Fee Programs Lansing Street does not manage or place Client assets into a wrap fee program. Investment management services are provided directly by Lansing Street. E. Assets Under Management Lansing Street has the following assets under management: Discretionary Amounts: Non-Discretionary Amounts Date Calculated: $ 346,549,538 $ 32,368,540 December 31, 2023