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Home > Financial Services > Stock Brokers > Ladenburg, Thalmann & Co., Inc.
Ladenburg, Thalmann & Co., Inc.
Ladenburg, Thalmann & Co., Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Ladenburg, Thalmann & Co. was established in 1876 by Ernest Thalmann and Adolph Ladenburg. Ladenburg Thalmann Asset Management is a registered investment adviser that provides comprehensive portfolio solutions built to meet the specific needs and goals of their corporate, institutional and individual clients. The company provides clients with an opportunity to invest with a variety of professional money managers and investment funds that help them work toward achieving their long term financial goals.
The Company’s Energy Group focuses on transactions in the Energy fields in which include Oil and Gas Exploration and Production, Oil Service, Power Generation. Their Healthcare Group focuses on transactions in the Healthcare fields which include Medical Technology, Medical Devices, and Gene Therapeutics. The Company’s Technology and Telecom Group focuses on transactions in that fields include Enterprise Software and Services, Consulting and IT Services.
The Ladenburg Asset Management Platform is a fee based program that provides discretionary, centralized management of mutual fund and ETF portfolios based on LTAM asset allocation models. The mutual funds and ETFs used in managed portfolios are selected and monitored by them, which is also responsible for portfolio management. Multi cap value mutual fund seeking long-term capital appreciation.
The fund is professionally managed by Mark Boyar of Boyar Asset Management. Through strict fundamental analysis, Mark analyzes companies in much the same way that a potential acquirer would by measuring the value of the underlying assets. His uncommon and painstaking approach dismantles a company’s balance sheet and additionally considers a firm’s takeover potential, stock buyback trends, corporate governance and the value of a firm’s franchise in the global marketplace. Strategic investment planning will be personalized for each client.
They focus on planning for retirement, sending children to college or accumulating wealth through capital appreciation, Coe Capital will never lose sight of the client’s objectives.
They have the tools to deliver personalized planning strategies and a full range of investment solutions including securities, equalities, wealth planning etc.
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