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Third Party Programs

Third Party Programs 2017-11-13T21:06:09+00:00

Third Party Programs

Investacorp Advisory Services (IAS) maintains relationships with several third party advisory firms who offer various methods of investment styles including: strategic and dynamic asset allocation, passive investing, sector rotation, and institutional money manager relationships. The following is a list of some of the approved sponsors:

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Clarke Lanzen Skalla (CLS) works with more than 1500 financial advisors to manage their 40,000 individual clients’ portfolios. CLS also manages the AdvisorOne Mutual Funds. With more than 90 combined years of investment experience and more than $2 Billion in assets under management, CLS has the investment experience to help you achieve financial success. Learn More.

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Envestnet Since our beginnings in 1999, we’ve grown into one of the largest providers of wealth management solutions to independent financial advisors today. We believe our success stems from the ability to create a viable and valuable approach to addressing a real need in a highly competitive business. Learn More.

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Lockwood Advisors, Inc. (Lockwood), an affiliate of Pershing LLC, is a leading provider of managed account solutions to financial institutions and registered investment advisors.Lockwood, along with its affiliate Lockwood Capital Management, Inc., offers financial advisors access to a broad spectrum of fee-based advisory solutions. Learn More..

ladenberg-thalmann

Ladenburg Thalmann Asset Management Inc. (LTAM) is a registered investment adviser that provides comprehensive portfolio solutions built to meet the specific needs and goals of our corporate, institutional and individual clients. LTAM provides clients with an opportunity to invest with a variety of professional money managers and investment funds. Learn More.

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FTJ FundChoice,TMLLC (FTJ), established in 2001, strives to provide advisors with sophisticated investment solutions, necessary to meet the needs of their clients. Learn More.

morningstar

Morningstar® Managed Portfolios is an asset management service for financial advisors, through Morningstar Investment Services, Inc., a registered investment advisor, broker-dealer, and a subsidiary of Morningstar, Inc. Learn More.

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SEI Investments has over $354 billion in assets under administration, servicing over 1,700 funds and over 240 clients (as of March 31, 2009). Learn More.