LTAM Third Party Solutions

There is a unique affiliation with Ladenburg Thalmann Asset Management (LTAM) whereby LTAM will be available to assist in the client consultation and sales process and then always be just a phone call away for any questions. LTAM regularly hosts calls for training representations, to provide market updates, and even directly for clients to discuss portfolio strategy changes. All assets are custodied at National Financial Services and will be available to view online, real time. All programs are fully fee-based and no transaction costs will be charged to the representative or client.

LTAM proudly offers a number of third-party investment consulting services to the clients of IAS. In these arrangements, IAS Representatives will provide certain introductory and consultative services to their clients and LTAM will provide the remaining advisory and discretionary account management services. These programs will each offer customized investment policy statements and comprehensive daily performance reporting available online.

There is a unique affiliation with Ladenburg Thalmann Asset Management (LTAM) whereby LTAM will be available to assist in the client consultation and sales process and then always be just a phone call away for any questions. LTAM regularly hosts calls for training representations, to provide market updates, and even directly for clients to discuss portfolio strategy changes. All assets are custodied at National Financial Services and will be available to view online, real time. All programs are fully fee-based and no transaction costs will be charged to the Financial Advisor or client.

LTAM proudly offers a number of third-party investment consulting services to the clients of Investacorp Advisory Services (IAS). In these arrangements,  IAS Financial Advisor will provide certain introductory and consultative services to their clients and LTAM will provide the remaining advisory and discretionary account management services. These programs will each offer customized investment policy statements and comprehensive daily performance reporting available online.