Ladenburg Thalmann Financial Services Inc., through its principal subsidiaries, provides independent brokerage and advisory services, investment banking, equity research, institutional sales and trading, asset management services, and trust services. The company’s principal subsidiaries include Securities America, Inc. (Securities America); Triad Advisors, Inc. (Triad); Investacorp, Inc. (Investacorp); Ladenburg Thalmann & Co. Inc. (Ladenburg); Ladenburg Thalmann Asset Management Inc. (LTAM); and Premier Trust, Inc. (Premier Trust). Segments The company has two segments, Independent Brokerage and Advisory Services, and Ladenburg. Independent Brokerage and Advisory Services This segment includes Premier Trust’s trust services. Securities America, Investacorp, and Triad are independent broker-dealers and registered investment advisors, whose independent contractor financial advisors offer securities brokerage and advisory services to their clients, which might include packaged products, such as mutual funds, variable annuities, and advisor managed accounts. The company’s independent financial advisors also might provide consultation and financial planning services, including estate planning, retirement and financial goal planning, educational funding, asset allocation, and insurance needs analysis, as well as general analysis and planning. Brokerage Business Each of the company’s independent broker-dealers provides support services to its financial advisors, including access to stock, bond, and options execution; products, such as insurance, mutual funds, unit trusts, and investment advisory programs; and research, compliance, supervision, accounting, and related services. Asset Management Business The company’s independent broker-dealers offer various accounts, some of which are managed by its financial advisors, and others that are managed by third parties. The advisor managed accounts offer various account structures, including fee-based and ‘wrap fee’ accounts. For financial advisors who prefer not to act as portfolio managers, third party management options are available. These options employ managers who select fee-based asset management investment portfolios based on a client’s needs and risk profile. The types of portfolios might include separately managed portfolios, multi-managed accounts, and mutual fund and exchange-traded fund (ETF) model portfolios. These portfolios might also include portfolio analytics, performance reporting, and position-specific reporting. Premier Trust Premier Trust provides trust administration of personal and retirement accounts, estate and financial planning, wealth management, and custody services. Strategy The company’s strategy is to provide technological solutions to independent financial advisors and home-office employees; assist financial advisors to expand their business; recruit experienced financial professionals; and acquire other independent brokerage firms. LADENBURG This segment includes the investment banking, sales and trading, and asset management services and investment activities conducted by Ladenburg and LTAM. Ladenburg is a full-service broker-dealer that provides investment banking and equity research to its corporate and institutional clients, and high net-worth individuals. Investment Banking Activities Ladenburg's investment banking professionals provide corporate finance and strategic and financial advisory services to public and private companies, primarily to middle-market companies. Ladenburg provides these middle-market companies with capital raising and strategic advisory services throughout their growth cycles. Ladenburg offers its clients a level of attention from senior personnel and has designed its organizational structure so that the investment bankers who are responsible for securing and maintaining client relationships also participate in providing all related transaction execution services to those clients. Ladenburg's 17 investment banking professionals serve clients nationwide and worldwide from its offices in New York, New York, Houston, Texas and Miami, Florida. Corporate Finance Lad
ladenburg thalmann financial
4400 Biscayne Boulevard
Miami, FL 33137
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