As an independent, platform-based agnostic firm, we provide advisor affiliates with a robust menu of resources to structure client solutions based on their needs, not at the direction of any overarching institution. When combined with our in-house resources, we deliver a powerful framework that drives advisor success.
Platform highlights include:
- Access to multiple custodians, including LPL, Schwab, Pershing, and Fidelity
- Internal investment committee run by Peter Boockvar
- Full-scale UMA/SMA platform
- Core model portfolios
- Multiple lending providers
- Internal portfolio management options
Peter Boockvar is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.