Products & Services

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No Proprietary Products at Investacorp

Products & Services

At Investacorp, we understand the need to offer clients a wide range of product offering and service choices. To grow your business in today’s fast changing marketplace, you must be able to offer your clients a combination of products with household names, along-side ones that are less known, but serve as solutions to specific needs. Investacorp has relationships with the top financial services companies in the industry to provide you with an almost endless line-up of non-proprietary investment products.

If there are products, programs or services you would like us to add to our approved offerings, we would be delighted to begin a due diligence review at your request. Investacorp has been successful for over 30 years because of our ability to be flexible, reasonable and most importantly, to listen to your suggestions.

Mutual Funds

Investacorp has selling agreements in place thousands of mutual funds, providing one of the largest fund selections available through a single source. Further we connect electronically with most major fund families, which allows us to make available consolidated daily reports that can be viewed online. You’ll also have access to ample marketing materials featuring timely market information and mutual fund details.

Variable Annuities

Sometimes called the Swiss Army Knife of investment vehicles, variable annuities are an important part of your arsenal of wealth management solutions. Investacorp has selling agreements with dozens of insurance carriers in an effort to make available a wide selection of variable annuities. We also offer an annual variable annuity educational meeting to help you stay current with new product trends and related industry regulations.

Fixed Insurance

Ash Brokerage Fixed Insurance In today’s time of complicated financial solutions, it is important to work with a specialist that can provide your business with a competitive edge. Our insurance specialist is Ash Brokerage, a leading Insurance Agency based in Ft. Wayne, IN. Designed to be the “Intel Inside” your insurance practice, Ash Brokerage provides unbiased, open access to more than 80 different insurance carriers covering everything from Life and Health to 412i and other niche products. To learn more about the services offered through Ash Brokerage, click here or call 800-589-3000.

Alternative Investments

To serve the more extensive financial needs of higher-net-worth investors, Investacorp has carefully selected a group of alternative investments for your use. These include a wide range of investment vehicles, including: Non-traded REITs, 1031 real estate exchange programs, Oil & Gas partnerships, Equipment Leasing programs and Managed Futures.

Investment Banking

Through our partnership with Ladenburg Thalmann, we are now able to offer Investment Banking Services, which include Mergers and Acquisitions, Commercial Bank Financing, Public Equity and Debt Offerings, SPACs (Special Purpose Acquisition Companies), Private Placements of Equity and Debt, Fairness and Solvency Opinions, Valuations, Restructuring and Financial and Strategic Advisory. A valuation team is in place for determining the value of private companies, closely held business interests, limited partnership interests, intellectual property and other intangible assets.