Foundations

Teagle Financial Services offers Institutional Consulting through our partner Ladenburg Thalmann Asset Management

Program Overview

LTAM’s Investment Consulting Services (“ICS”) program provides custom portfolios, which include allocations to specially chosen investment managers across major asset classes.
Recommended investment managers are allocated in a fashion that is tailored to your specific investment preferences.
Managers are continuously monitored and portfolios are rebalanced when necessary.
The program utilizes a fee-based pricing structure to align our goals with yours.
Portfolios are built applying the core investment principles of diversification, risk management and disciplined long-term investing. With this foundation we use a 5 step process to determine what customized investment

Fiduciary

As the discretionary investment manager, LTAM is a fiduciary to the portfolio.
Our competitive fee structure is also an important element of our fiduciary duty, as costs can greatly impact the long-term performance of the portfolio.
LTAM educates clients on their fiduciary duties and works closely with a sister trust administration company, to provide additional fiduciary services, if requested.

Protection of Assets

Custody and clearing services provided through Fidelity’s National Financial Services (“NFS”) platform.
Fidelity is one of the world’s largest providers of financial services, with custodied assets of $4.2 trillion.
Additional information is available upon request.

Non-Traditional Value Added Services

LTAM serves as an advocate for the growth of our client’s portfolios through both traditional and non-traditional means.

LTAM has designed educational programs and presentations on the economy, portfolio performance and manager change recommendations, the investment management industry, best practices and fiduciary duties
As an example, LTAM currently manages the portfolio of a University endowment in Georgia.
- On a quarterly basis, LTAM holds a meeting with the Board of Directors to discuss the above mentioned topics with the board.
- LTAM also runs educational seminars for the student investment committee and coordinates tours of Wall Street landmarks like the New York Stock Exchange for students and professors.

Past Performance is no guarantee of future results. Diversification cannot guarantee a profit or protect against a loss in a declining market. The return and principal value of an investment will fluctuate so that, when redeemed, they may be worth more or less than their original cost. Economic and market conditions effect the performance of an account. Since no one investment program is suitable for all types of investors, this information is provided for informational purposes only. You should review your investment objectives, risk tolerance and liquidity needs before selecting a suitable investment program. Not FDIC Insured.

Ladenburg Thalmann Asset Management, Inc. (LTAM) is a SEC Registered Investment Adviser under the Investment Advisers Act. LTAM is a wholly owned subsidiary of “Ladenburg Thalmann Financial Services, Inc.” Ladenburg Thalmann Financial Services, Inc. is listed on the NYSE_MKT under the symbol LTS. LTAM provides investment advisory services and may serve as a sub-adviser for accounts managed by third-party advisers or may be included in advisory platforms sponsored or administered by affiliates or third-parties. Investors can acquire information (ADV, Part 2(a), Program Disclosure Brochure) on the registration status and program information of our investment advisory film at www.adviserinfo.sec.gov or is available at no cost upon request.