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Learn about Investacorp
Company Mission and Overview
Investacorp is an independent financial services firm headquartered in Miami Lakes, Florida. Our national network of financial advisors provide investment solutions and wealth management advice to individuals, families, business owners and institutions.

Our company was founded in 1978 with one specific mission - to optimize the time, talent and entrepreneurial spirit of independent financial advisors. Investacorp’s goal has always been to partner with individuals who represent the best in our industry, and who sincerely desire to serve their clients with proficiency, integrity and objectivity.

Investacorp is a subsidiary of Ladenburg Thalmann Financial Services, Inc. Along with our sister companies, we provide the combined services of a national broker-dealer, RIA, insurance agency, investment bank and more. This multi-company support structure allows Investacorp’s independent advisors to guide clients through all areas of financial management. This includes tax-efficient wealth accumulation, retirement income planning, college planning, financial risk management, estate planning and business exit strategies.

Our objective, open-architecture approach to product and service deployment allows our advisors to select from commission-based, fee-based or hybrid style business models. Investacorp’s infrastructure, technology and flexible service platforms supports our advisors’ ability to successfully grow their chosen business model and adapt to changing client needs over the life of the relationship.

Financial advisors are able to access a wide array of support services at Investacorp to help them efficiently manage their office and grow their practice. Advisors are able to leverage our resources in the areas of: practice management, operations training, business development, marketing, compliance, advisory, and technology.

Investacorp has three primary affiliates. Each of these entities primarily exists to allow our financial professionals to offer a variety of products, services and guidance in today’s competitive and highly regulated marketplace: Investacorp Inc. a FINRA registered broker-dealer; Investacorp Advisory Services Inc., a SEC registered investment advisory firm; and Valor Insurance Agency, Inc., a general insurance agency specializing in fixed insurance business.

 
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Investacorp, Inc. is a subsidiary of Ladenburg Thalmann Financial Services Inc.