• 1-866-581-5724
  • 211 B NW Executive Way, Lee's Summit, MO 64063
  • info@lsaportfolios.com

 WHEREVER YOUR BUSINESS GOES SO DOES LSA.

Spend less time crunching numbers and more time with your clients.

PORTFOLIO MODELING

Actively update your AUM with our comprehensive portfolio models using the trading platform and product offerings of your choice.

RESEARCH AND ANALYTICS

Gain immediate access to performance and monitoring reports for every product you’re interested in.

INDUSTRY INSIGHTS

Access exclusive videos, blog posts and more from industry influencers and innovators.

REPEATABLE PROCESS

Big meeting on the horizon? Let LSA take care of creating engaging presentations that will remind your clients why they trust you with their money.

COMPLIANCE RESOURCES

Stay up to date on regulatory changes with LSA’s dashboards and research tools.

COMPARISON REPORTING

Show them yourself – this asset gathering tool allows you to compare any of the LSA model portfolios against your prospective client's current holdings.



TAKE CONTROL OF YOUR DAY

Spend less time worrying about daily management and Spend more time with those that matter most.

SAVE YOUR HARD EARNED MONEY

Why let outsourced management charge you 30 percent? With our low flat rates, you can start saving for your kids college fund or next vacation today.

REDEFINE TRUST

With our reliable data and your advisor instincts, you’ll meet your fiduciary responsibilities faster and more efficiently.

PROTECTION LIKE NEVER BEFORE

Feel at ease with our world-class downside protection resources.

 IN A WORLD WHERE YOU DON'T SPEND ALL DAY MANAGING PORTFOLIOS...

 

 

If you had an extra 6.5 hours per week to enhance your business,  how would you use it? With LSA, you’ll have the freedom to make that choice without sacrificing performance. In fact, you’ll improve it.

 

TOTAL ACCESS

 

LEARN MORE

 

$325/MONTH

$3,750 ANNUALLY

OUR MOST POPULAR PACKAGE.....YOU TOO CAN HAVE IT ALL!

Total Access is exactly what it suggests: Access to ALL of the actively managed model portfolios that we currently provide and any new models we introduce in the future.

Includes:

ALL Mutual Funds Model Portfolios

ALL ETF Model Portfolios

ALL Variable Annuity Models