This group offers you an opportunity to network and share ideas with Women Advisors from across the nation. We will also update you on plans for our live Women Advisors Forum meetings in New York, Dallas, Chicago and California. LinkedIn
TD Ameritrade Institutional http://www.tdainstitutional.com
TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs). Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients. TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA
Lyrical Asset Management www.lyricalam.com
At Lyrical Asset Management, we are fundamental value investors. The combination of value investing with quality and analyzability distinguishes the Lyrical investment program. We believe our hallmarks - value, quality, and analyzability - create a resiliency in our portfolios. Our sole aim in crafting our investment program is to maximize long-term investment returns. Lyrical employs a repeatable process to identify undervalued securities. We believe we have engineered our investment program to create the greatest likelihood of success.
BlackRock is a thought leader across markets, risk management technology and investment strategies and offers mutual funds, separately managed accounts and iShares ETFs. BlackRock continuously brings its best to clients, pioneering new ways to combine active and index strategies.
BlackRock. Investing for a New World®.
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. These efforts have always been possible because of the standards of doing business we set for ourselves and measure our success against.
J.P. Morgan www.jpmorgan.com
J.P. Morgans Corporate & Investment Bank is a global leader across banking, markets and investor services. The worlds most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $20.5 trillion of assets under custody and $433 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Further information about J.P. Morgan is available at www.jpmorgan.com.
The Structured Investments division within J.P. Morgans Corporate and Investment Bank is a leading provider of structured products both within the U.S. and across the Americas. We offering a full range of customized and innovative investment solutions and services across all asset classes and underlyings to both private clients and institutions.
MetLife, Inc. www.metlife.com
MetLife, Inc. is a leading global provider of insurance, annuities and employee benefit programs, serving 90 million customers. Through its subsidiaries and affiliates, MetLife holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.
*MetLife, Inc. and its affiliates are collectively and singly referred to as "MetLife"
Waddell & Reed Financial Advisors www.waddell.com
Ranked by Financial Advisor Magazine among the top 10 Independent Broker/Dealers for 2015, we provide an environment which seeks to combine the philosophical and practice model flexibility of an independent model with the support and resource infrastructure of a full-service firm in a culture that feels advisor-focused and client-centric.
AUMPARTNERS www.ameriprise.com AUMPARTNERS works with investment organizations and advisor firms around the world to develop leaders at every level - from the executive team, through middle management and individual contributors - to help all employees be in their A Game and maximize their contribution to achieving results.
Our services include firm-wide, team and individual assessments focused on leadership, culture, engagement, communication, job fit (incumbents and job candidates) and succession planning. Based on these assessment results, we design custom training, coaching and consulting programs to efficiently and effectively achieve your objectives.
CFP Board www.cfp.net
CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.
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