Ladenburg specializes in the ability to serve a wide variety of investor-types. Whether for individuals, families, foundations, endowments, retirement plans or profit-sharing plans, we deliver personalized strategies and a full range of investment solutions.
The Ladenburg Asset Management Program (LAMP):
Risk-based, globally diversified, discretionary portfolios using mutual funds or ETFs in a wrap fee structure.
- 15 globally diversified asset allocation portfolios
- 19 uniquely focused portfolios including:
- American Funds® focused strategies
- Franklin Templeton fund focused strategies
- Socially responsible investing strategies
- Income-generating strategies
- International markets-based strategies
- Mutual fund portfolios
- Exchange traded fund (ETF) portfolios
- Tax sensitive portfolios
The Ladenburg Funds:
Risk-based, globally diversified fund-of-funds, available as A,C, and I share mutual funds.
Ladenburg’s digital advisor solution, giving investors the opportunity to invest in a fully diversified strategy all online for as little as $500
Investment Consulting Services Program:
High net worth account strategies which incorporates partnerships with stock and bond separately managed account managers and custom allocations
Robust Retirement Platform:
- Qui(k)- A fully fee-based 401k program featuring the latest technology, low-cost investments and fiduciary guardrails (no investment minimums)!
- 3(38) Fiduciary Services: investment discretion on several platforms featuring what we believe to be best-in-class reporting