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Letter From The CEO

Letter From The CEO2020-06-30T23:25:29+00:00

DEAR:
INVESTMENT PROFESSIONALS

Thank you for your interest in Investacorp and for visiting our website. We welcome the opportunity to introduce ourselves, and to express how Investacorp values and supports its financial professionals.

Investacorp Inc. was founded in 1978, and is a wholly-owned subsidiary of Advisor Group Holdings, Inc. which is owned primarily by a consortium of investors through RCP Artemis Co-Invest, L.P., an investment fund affiliated with Reverence Capital Partners LLC. The consortium of investors includes, RCP Genpar Holdco LLC, RCP Genpar L.P., RCP Opp Fund II GP, L.P., and The Berliniski Family 2016 Trust. Investacorp Inc. is a FINRA registered independent broker-dealer and Investacorp Advisory Services, Inc., our sister company, is a SEC registered RIA. Together we serve nearly 500 financial professionals across the country.

Customized, personal service is the cornerstone of our value proposition. Our employees take great pride in supporting the needs of our financial professionals, building strong relationships and delivering innovative solutions to their business challenges. Once you join us, you will have no reason to ever leave. Our staff will treat you with the support and respect that valued clients deserve.

The senior management at Investacorp is always accessible, and enjoys visiting the offices of our advisors on a regular basis to learn what we are doing right, and what areas need improvement. Listening to and integrating useful suggestions has made us successful and kept us competitive. We are confident this small but important attribute will continue to ensure our ability to survive and thrive for many years to come.

Investacorp has assembled a broad variety of fee-based advisory programs and commission-based products for our advisors. More importantly, we also provide the guidance and counsel needed to fully utilize all of the resources available on our platforms. In addition, Investacorp affords access to trust services, estate planning consultants, a general insurance agency for fixed insurance needs, and a full suite of investment banking products, research and services.

Our independent advisors also enjoy the ability to participate in business development meetings, focus groups, conference calls, coaching programs and in our national conference. We are true advocates of continuing education, and the never-ending pursuit of personal and professional development. Perpetual success requires perpetual learning. At Investacorp, we do everything possible to make learning and networking with peers a real pleasure.

The financial professionals who join Investacorp are hard working, client focused, ethical individuals who are looking for a broker-dealer to help them achieve their unique vision of success. I invite you to get to know us better and to learn how Investacorp can contribute to your future success.

Sincerely,

Patrick Farrell
President & CEO
Investacorp, Inc.