LSL Shareholders had the pleasure of attending Oppenheimer’s Professional Alliance Group Conference in New York City on November 16-18th. Since its inception, the PAG program has experienced tremendous growth and is currently overseeing 126 relationships both domestically and internationally. PAG relationships include CPA firms, family offices, business managers, attorneys, and other centers of influence. With 17 additional PAG relationships executed in 2016, the PAG program continues to be very selective in order to maintain high standards. The PAG program employs 6 full-time team members and utilizes the full scope of Oppenheimer’s corporate infrastructure including advanced research capabilities, vetting of investment options and cutting edge financial strategies.
For the past twenty years, LSL has aligned with the Oppenheimer PAG Program to offer comprehensive client focused planning that extends beyond tax management into the arena of financial advice and investing. Through the PAG program, LSL’ clients have the ability to benefit from a wide range of financial services that can be tailored to match their specific investment needs.
Pictured here are Shareholder Ron Stumpf, Oppenheimer’s Chairman and Chief Executive Albert “Bud” Lowenthal, and Shareholder Maria Arriola.
For more information about the PAG Program contact your LSL Advisor today. We will be happy to provide you with additional information as well as walk you through the critical steps to joining our PAG program.
