Flexibility to Meet Any Need

Because independence is fundamental to our beliefs, we offer a range of customizable platforms and non-proprietary products that allow you to serve your clients your way.

With open-architecture platforms and models and investment products of your choosing, you’ll have more freedom and more options to design investment strategies for clients of any size. You’ll have access to a horizon-to-horizon spectrum of investment products to cover all the investment needs of your clients – including alternative investments, insurance, and annuities. All to help you in your mission to drive success on behalf of your clients – and ultimately, your practice.

When you move to LPL, you’ll keep access to all of your current strategists, models, and portfolios you have now – including Ivy Funds – and you’ll gain much more. All of your assets will map to an appropriate corresponding platform with minimal disruption.