We utilize a strategic relationship with LPL Financial to provide custodianship of our Client’s assets. LPL was founded with a pioneering vision: to help entrepreneurial financial advisors establish successful businesses through which they could offer independent financial guidance.

LPL was formed in 1989 through the merger of Linsco, established in 1968, and Private Ledger, founded in 1973. Today, with over 17,000 advisors and 4,700 employees in the Fort Mill, Boston and San Diego headquarters, we are supplied with Client service support, innovative tools, independent research, state-of-the-art technology and Compliance. LPL does not offer proprietary investment products or engage in investment banking services.

For more information on LPL Financial, please visit www.lpl.com.

Strategic relationship