Ladenburg Asset Management Program (LAMP)

Klaas Financial Asset Advisors, LLC (Klaas Financial), through Investacorp Advisory Services, Inc., (IAS) has a business affiliation with Ladenburg Thalmann Asset Management, Inc., (LTAM) an SEC Registered Investment Adviser under the Investment Advisers Act of 1940 (“Advisers Act”) who currently manages over $1 billion in both institutional and retail client assets.

The IAS relationship provides Klaas Financial the ability to work with the professionals at LTAM for certain aspects of asset management services. Specifically for the investment needs of the high net-worth who often have personal or family trusts and institutional non-profit foundations such as Communities and Universities. Through this working relationship the professionals at Klaas Financial will serve as Investment Consultant providing ongoing wealth management services to individuals, families, foundations, endowments, retirement plans or profit sharing plans and delivers personalized strategies and a full range of investment solutions, while LTAM serves as Investment Manager.

The Ladenburg Thalmann Asset Management (LTAM) team serves as a third party asset management partner to Klaas Financial through Investacorp Advisory Services, Inc. The Ladenburg Thalmann Asset Management Program (LAMP) is a strategic asset allocation strategy with portfolio updates utilizing no-load mutual funds and exchange traded funds. Every quarter the president of LTAM, Philip Blancato, hosts a quarterly client conference call to discuss some of the trends in the market and provide an update on the Ladenburg Asset Management Program (“LAMP”). Additionally, the LTAM team provides quarterly market commentaries for all clients. You will find the most recent quarterly client conference call recordings and market commentaries below.

Quarterly Client Conference Calls

Market Commentary