LSA Portfolio Analytics
HQ Address
211 B NW Executive Way, Lee's Summit, MO 64063, United States
Website Address
Business introduction
We're Puzzle Masters
Solving the unpredictable market performance puzzle is no easy task. Investment advisors need to be versatile; they need access to effective and reliable portfolio analytics, follow a Fiduciary-First methodology, monitor client portfolios diligently and make constant adjustments
LSA – A reliable partner in an unpredictable market
At LSA, we take pride in providing investment advisors with the finest tools and infrastructure available today so that they can spend more time on the things that matter: their clients. From portfolio management to research to customized presentation materials, we provide unparalleled support to independent financial advisors countrywide.
We are available every day to help you reach your objectives through high-powered analytics, technology-enabled back office support, unbiased research, industry expertise, training and quality investment solutions.
LSA Portfolio Analytics Solutions
LSA Portfolio Analytics
Research and analytics Gain immediate access to performance and monitoring reports for every product you’re interested in. Portfolio modeling Actively update your aum with our comprehensive portfolio models using the trading platform and product offerings of your choice. Industry insights Access exclusive videos, blog posts and more from industry influencers and innovators. Repeatable process Big meeting on......
business needs
- Compliance & Regulatory Services
- Financial Markets Research & Analysis
- Manager Selection, Monitoring & Review
- Qualitative & Quantitative Research
