Welcome to Investacorp. The Broker-Dealer for Entrepreneurs.

Cloud Based Technology

Investacorp’s secure cloud based technology is recognized industry wide as one of the most powerful platforms available.

Learn more →

Open Advisory Platforms

Your business is all about choice—and our advisory programs provide all the choice and flexibility your clients need.

Learn more →

Expert Transitions

Thorough preparation goes into every custom advisor transition ensuring zero bottlenecks and maximum control.

Learn more →

Investalink - Your Office Anywhere

The future of financial management is here: Investalink. This remarkable cloud-based system offers the flexibility to open accounts, view aggregated client values, and look at trends and reports 24/7/365 – on a PC or Mac, laptop, tablet, iPad or even a Smart Phone - with an internet connection. All in a safe and secure manner.

See the Top Ten functions integrated into Investalink

Grow with us here at Investacorp

Investacorp has been in business for over 35 years to help our Independent Advisors reach their goals. We will do everything in our power to provide the best resources.

Advisor Testimonials

"Being new to the Investacorp family, I was pleasantly surprised at the level of attention and expertise that was shown to me from the beginning.”

Ira Leigh

Houston, Texas
"I have been affiliated with Investacorp for over 25 years, and can honestly say that it has been a rock solid relationship throughout my tenure."

John May

Portland, Oregon
“I couldn’t be happier with the tools and resources that Investacorp offers, I have access to unique products and services that set me apart.”

Stuart Baker

Atlanta, Georgia
Prev Next

9 X-Factors

Anyone who runs a competitive business knows the value of having a unique value proposition, sometime called an X-Factor.
It's what sets you apart in a highly competitive marketplace. Investacorp has nine noteworthy X-Factors that were created with you in mind.
Join us, and significantly differentiate your practice in this me-too world of financial advice.
Investment Banking Products
Investacorp advisors are able to access Ladenburg Thalmann's proprietary investment banking products, research and capital markets resources. You can participate in unique opportunities within the investment banking realm and provide a full suite of financial advisory services to your clients.
Mobile Technology
Investacorp offers “Investalink” to all of our advisors, which is a web-based platform that allows advisors to access client information, compensation, consolidated reports, and back office communication securely through your mobile device or tablet.
Proprietary Equity Research
Ladenburg Thalmann’s equity research team provides proprietary research on approximately 165 public companies, with a special focus on yield-based securities in the area of MLPs, REITs, BDCs, energy, power & infrastructure, healthcare, and technology.
LTAM Asset Management
The LTAM staff of professionals has over 100 years of investment management experience, specializing in market analysis, due diligence, fund selection and asset allocation and diversification strategies. LTAM delivers personalized strategies for individuals, families, foundations, endowments, retirement or profit sharing plans.
Trust Company Services
Premier Trust, a subsidiary of Ladenburg Thalmann, provides industry leading trust services and solutions. They are able to work with the advisor and the client’s other professional advisors on every aspect of their financial plan and serve as administrator to a variety of different types of trusts.
Social Media Expertise
Investacorp has consistently embraced the use of social media and encouraged our advisors to take advantage of these resources. Create a comprehensive website that offers a social media presence, pertinent, FINRA-approved content, and video capabilities that will increase exposure to clients and prospects.
Succession Planning
Looking to transition your practice? Investacorp has the resources to help. Not only do we have in-house succession planning specialists, but we work with several outside companies who can deliver powerful resources to help advisors with their transition planning needs.
Practice Acquisition
Many advisors are seeking to grow their practice through acquisition. If you are a growth minded advisor with the entrepreneurial skills to manage an acquired practice, we can be of invaluable assistance. Investacorp can provide specialized guidance and more importantly, can assist with the funding of these transactions.
Business Coaching
Investacorp offers practice management resources, including professional coaching services that our advisors utilize to enhance their business and add value to client relationships.

Upcoming Events

Please join us for our annual Investacorp Retreat at the Four Seasons Resort from August 3rd – 6th 2014. We will have more details to post soon.

From our Blog

Get in Touch

Investacorp
4400 Biscayne Blvd
11th Floor
Miami, FL 33137

305-557-3000

info@investacorp.com

Connect with Us

Sign up to our Newsletter: