Who We Are
Our Core Values
Learn More About Our Team
Click on image to learn more.
Partnering with LPL Financial
How We Partner with LPL Financial
LPL Financial is the custodian of our assets and is also the nation’s largest independent broker/dealer* with over $500 billion in assets.
LPL Financial supports Cruden Bay Investment Management with the innovative tools and resources we need to add significant value for our clients, including:
- Access to a wide range of non-proprietary products and services
- Technology and breadth of services to support sophisticated wealth management solutions
- Access to large and experienced Research and High Net Worth Solutions groups
LPL’s Fortigent platform provides us with advanced technology for consolidated and straightforward performance reporting, which is particularly useful for clients in multi-advisor environments. Our Chairman sits on the Technology & Innovations Committee at Fortigent.
*Based on total revenues, Financial Planning magazine, June 1996-2016
The award-winning LPL Research team works with us to interpret the latest developments in the world’s capital markets. Since LPL has no proprietary investment products and does not engage in investment banking activities, their research is independent and objective.
We have an excellent relationship with the senior management at LPL, including CEO Dan Arnold and Gary Carrai, Senior Vice President, High Net Worth Solutions. Gary sits on our Advisory Board. We frequently consult with the strategists in the High Net Worth Solutions group to address the specialized needs of our clients.