Investment Banking
Through our parent company, Ladenburg Thalmann Financial Services, Inc., Securities America can offer traditional "Wall Street" products and services to independent advisors without bias or corporate influence. Ladenburg Thalmann's expertise in the investment banking arena dates back to the 1870s. They provide access to a broad menu of institutional banking, research and capital markets services, including Initial Public Offerings, Private Equity, PIPE Offerings, Mergers and Acquisitions, Valuations and Special Purpose Acquisition Companies (SPACs).
Ladenburg Thalmann's businesses include:
Asset Management
Equity Research
Independent Brokerage and Advisory Services
Institutional Sales and Trading
Investment Banking
Private Client Services
Premier Trust
Premier Trust provides comprehensive wealth management services, including trust administration of personal and retirement accounts, estate and financial planning, custody and investment services. Working in combination with a client's legal and other professional advisors, Premier Trust's professionals assist with every aspect of planning, including retirement, income and estate taxes, succession of the family business, transferring assets to future generations and asset protection. As a subsidiary of Ladenburg Thalmann, Premier Trust provides a valuable complement to other financial service capabilities within this group to assist clients in managing and consolidating assets, while providing customized solutions for client's estate planning needs, including:
- Asset Protection Trusts
- Charitable Giving and Legal Services
- Corporate Trust Services
- Dynasty and Insurance Trusts
