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Investment Advisory Services

Today’s Capital Markets can be extremely volatile. In this challenging environment, there are no simple solutions. Rather, success may be pursued through a well conceived investment strategy. In 2016, J.M. Franklin and Company,LLC partnered with Stratos Wealth Partners. Stratos Wealth Partners was created to give experienced advisors the opportunity to work with the best wealth management firms. Stratos Wealth Partners has partnered with LPL Financial, Fidelity, Charles Schwab, TD Ameritrade to give advisor access to sophisticated wealth management tools to better serve their clients.

LPL Financial

LPL Financial is the largest independent broker dealer in the country, based on total revenue, as reported in Financial Planning magazine, June 1996-June, 2016. LPL provides independent research and its open architecture platform allows the financial advisor to customize portfolios for clients.

Additional Partnered Investment Advisory Platforms

Brinker Capital

Brinker Capital's primary objective is to provide competitive, consistent risk-adjusted returns. Brinker Capital seeks to add value through both asset allocation and manager selection. With a focus on broad diversification, they believe that dynamic asset allocations with flexible rebalancing aids portfolio returns over time.

Independent Portfolio Consultants

Through our managed asset program we seek to help maximize wealth through non-speculative avenues, generate income to help meet cash flow requirements, increase portfolio returns through tax efficient** investing, diversify concentrated stock positions, coordinate multiple portfolios, consolidate financial statement reports, develop a statement of investment policy, formalize investment strategies, monitor and measure performance, provide direct access to portfolio managers within the equities and fixed income markets, and provide direct access to a highly regarded group of institutional money managers including:

  • Northstar Capital Management, Inc.
  • Lee Munder Investments, LTD.
  • BNY Mellon Wealth Management
  • Hays Advisory, LLC.
  • International Strategy and Investment, Inc
  • MPI Investment Management
  • Smith Group Asset Management
  • Cumberland Advisors Inc.
  • Legg Mason Investment Counsel, LLC.
  • Altanes Investment, LLC.
  • Rothschild Asset Management, Inc.
  • Brown Brothers Harriman & Co
  • Logan Capital Management, Inc.
  • Northern Trust Value Investors
  • The Boston Company Asset Management
  • Carl Domino, Inc.

LPL Financial is a separate entity from the other companies listed on this page.