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.
- 34 Model Portfolios
- 5 Mutual Fund Portfolios
- 5 American Fund Focused Portfolios
- 5 Franklin Templeton Fund Focused Portfolios
- 5 Exchange Traded Fund Portfolios
- 5 Tax-Sensitive Fund Portfolios
- 5 Future Horizons Portfolios
- 4 Specialty Portfolios (Conservative Income, Enhanced Income, Ultra Income, & Buffered ETF)
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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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