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What We Do

In today's financial landscape, success requires more than just hard work. You need a partner who is dedicated to helping you achieve your business goals. Today, the need for well-informed, objective investment guidance has never been greater. LSA provides independent investment advisors with the tools and infrastructure they need to put clients first. In fact, helping independent investment advisors succeed is how we measure our success.

First and foremost, you want to build a practice based on sound advice. And LSA is here to help advisors just like you gain the freedom to achieve it. With quality research, powerful analytics and state-of-the-art technology that enhances productivity, you're free to focus on your clients. We are available every day to help you reach your objectives through high-powered analytics, technology-enabled back office support, unbiased research, industry expertise, training and quality investment solutions.

Portfolios Backed By Our Disciplined Methods and Analytics Help You Meet Your "Fiduciary First" Responsibilities

As a result, you can enjoy complete confidence in the suitability and the quality of each and every portfolio you recommend to your clients. That's a valuable resource for your clients, and a source of great comfort when the examiner comes calling.

Delivering Superior Service

Our goal of helping independent investment advisors achieve success is accomplished through a deep commitment that is integrated into every aspect of our business. From research to back office assistance to a full array of support services, LSA provides independent advisors with a single platform that delivers a full range of resources for every facet of your practice, including:

  • Instant web access to portfolios
  • An integrated platform for your entire practice
  • On-line presentations
  • In-depth training
  • FANN radio network to keep you educated and informed
  • The resources and infrastructure to help you grow
  • The flexibility to evolve with your business

Innovative Solutions For Building and Growing Your Business

Because we do the research, build the portfolios, monitor and update them as appropriate, we save you a great deal of time, which you can better use to build your practice, take care of existing clients and enjoy your success. As we look to the future, LSA is 100% committed to your success. As always our mission is to help investment professionals continue doing what they do best-providing sound guidance and advice to their clients.

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