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I am Excited to Announce My Move to Lara, Shull & May, LLCAfter careful consideration, I came to the conclusion that I could best serve my clients as an independent investment advisor – free of obligation to any large investment bank or brokerage firm. For this reason, I have made the important decision to join Lara, Shull & May (LSM). While LSM is not the largest brokerage firm I considered, I believe it is the best. Why did I decide to make this move?Quite simply, Lara, Shull & May offers a broader, stronger platform from which to serve you. In particular, I gain access to a wider variety of products and services that I can offer only as an independent advisor. Over the past 28 years, the LSM partners are proud to have earned a reputation for individual integrity, corporate responsibility and overall fiscal stewardship. Investors choose to work with LSM as much for their confidence in the firm's strength and stability as for the comprehensive approach to wealth management and world-class investment solutions they provide. In addition, LSM is a proud member of Focus Financial Partners, the largest partnership of independent wealth management firms in the world today. With 17 partners and affiliates in the US and UK, Focus extends to us the scale benefits of working with a larger institution. This includes a sophisticated forum for continued analysis and education, as well as synergistic alliances with a strong core of forward-thinking, talented and successful independent wealth managers. Here are just a few of the many benefits LSM offers:
* Accounts will be held with RBC Capital Markets (Royal Bank of Canada). RBC was just rated one of the safest banks in the world by Global Finance in February 2009. Click here to learn more about Lara, Shull & May, LLC. I look forward to describing the benefits to you in more detail when we connect over the phone or in person. |
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