Strategic Networks
We believe in the strength of team at Equilibrium. To serve you better, Equilibrium has developed several strategic networks that are vitally important to our client’s overall experience. These include resources like LPL Financial (our broker dealer) and HighPoint Advisor Group (our registered investment advisor).
LPL Financial – Custodian and Independent BROKER DEALER
A custodian is the firm that takes physical possession of your assets, processes transactions, collects dividend and interest payments, makes distributions to you or a designated party and produces monthly statements that document holdings, cost basis and current market value. The custodian that has physical possession of your assets should be a highly regarded brand name that you have researched. To that end, HighPoint Planning Partners has chosen LPL Financial as its primary custodian. LPL is one of the largest custodians* in the industry, with advisory and brokerage assets of $1 Trillion as of 12/31/21.
*Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report)
HighPoint Advisor Group – A Registered Investment Advisor
As part of a full value proposition, HighPoint Advisor Group provides experienced and knowledgeable behind-the-scenes services, proactive compliance, virtual administrative support and concierge services. HighPoint currently partners with over 200 advisors in more than 100 locations.