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.