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Asset Management Programs

Investment advice for your ESOP cash accounts is no longer an option. It's a fiduciary obligation. Ownership Advisors is experienced in addressing the unique investment and fiduciary challenges created by S-corporations.

Through LPL Financial (LPL), the nation’s largest independent brokerage firm (as reported by Financial Planning magazine, June 1996-2019, based on total revenue.), Ownership Advisors offers a variety of highly competitive, fee-based asset management programs. How does this benefit our clients? Since LPL does not create or promote proprietary financial products, you will not be limited in your choices or forced to purchase something that benefits the advisor more than you. Together, we can design an investment advisory program specifically to address your needs from the vast array of products available in the market while being supported by state-of-the-art technology, compliance and delivery services. From its headquarters on both coasts – in Boston and San Diego- LPL supports independent firms such as Ownership Advisors in areas that include trading and operations, product and market research, marketing, compliance and advisory services.

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