At Lake Street, our team is dedicated to keeping pace with industry trends, as we stay attuned to developments concerning technology and client experience. By doing so, we ensure our core values are always aligned with those of our clients. To that end, we have formed strategic relationships with the following list of carefully selected firms to operate our business.
Raymond James Financial, Inc.
Raymond James Financial, Inc. is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Total client assets are approximately $796 billion. The firm is listed on the New York Stock Exchange under the symbol RJF. www.raymondjames.com
Charles Schwab is a leading provider of financial services with $3.25 trillion in client assets. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. and its affiliates offer a complete range of investment services and products. Schwab Advisor Services offer independent, fee-based advisors access to custodial, operational, and trading support. www.schwab.com
Black Diamond Wealth Platform
Black Diamond is a technology-enabled wealth management technology platform that provides advisors with a purposeful suite of tools and best-of-breed integrations to manage their clients’ complete wealth picture and offer a high-touch customer service experience. More than 1,300 firms use the Black Diamond wealth platform, including advisors, wealth managers, independent broker-dealers, regional broker-dealers and aggregators. blackdiamond.advent.com
Developed by PIEtech Software, MoneyGuidePro® is a client-centered, web-based financial planning and retirement planning software for goal setting, estate and tax planning, Social Security analysis, insurance needs assessment, and risk management analysis. It provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their clients’ lives. www.moneyguidepro.com
Over the past twenty years, Junxure has helped financial advisors deepen client relationships and run better businesses. The company exemplifies the phrase “by advisors, for advisors” by earning a 98% satisfaction rating across 12,000 financial advisors and operations leaders. Junxure’s CRM software enables advisors to streamline workflow, simplify technology, and provide clients with best-in-class service. www.junxure.com
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling Investments (“PKS”) is a full-service broker/dealer and financial services firm headquartered in Albany, New York. PKS is registered with the U.S. Securities and Exchange Commission and is a member of FINRA and the Municipal Securities Rulemaking Board. PKS clears its trades through National Financial Services LLC, offering state-of-the-art products and technology to our Registered Representatives. PKS is committed to providing its Registered Representatives with the freedom to offer clients a full spectrum of investment choices. www.pksinvest.com
CAIS is the leading alternative investment platform for advisors who seek access to & education about alternative investment funds & products. CAIS provides advisors with a menu of alternative investment strategies and capital market offerings. CAIS also offers a learning system, CAIS IQ, that helps advisors learn faster, remember longer & enhance client outcomes. www.caisgroup.com
Halo is an integrated structured notes platform that simplifies the complicated world of equities, options, and bonds, into an easily discernible investment strategy. Notes are used to optimize income and/or growth, while providing asset protection and the possibility of greater potential returns. www.haloinvesting.com
With revenues of $21.3 billion and more than 90,000 employees, CBRE Group, Inc. is the world’s largest commercial real estate services and investment firm. The company has been included in the Fortune 500 since 2008, ranking #146 in 2019. CBRE is the global leader in commercial real estate services and investment sourcing. Through a broad range of integrated services, the firm continues to strengthen their foothold as the pre-eminent force in the real estate industry. www.cbre.us