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:
  • Mutual fund portfolios
  • Exchange traded fund (ETF) portfolios
  • Tax sensitive portfolios
• 18 uniquely focused portfolios including:
  • American Funds® focused strategies
  • Franklin Templeton fund focused strategies
  • Socially responsible investing strategies
  • Income-generating strategies

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The Ladenburg Funds:

Risk-based, globally diversified fund-of-funds, available as A,C, and I share mutual funds.

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$ymbil:

Ladenburg’s digital advisor solution, giving investors the opportunity to invest in a fully diversified strategy all online for as little as $500

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Investment Consulting Services Program:

High net worth account strategies which incorporates partnerships with stock and bond separately managed account managers and custom allocations

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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

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