LayLine Asset Management Inc
www.laylineadviser.comOpportunity for Independence LayLine Asset Management Inc is a Registered Investment Adviser firm located in Minnetonka, MN. We provide independent Investment Advisers with a comprehensive and customizable investment and client account management platform for running a contemporary Investment Advisory business. With LayLine, Advisers can focus on giving competent fiduciary investment advice and growing their business and let LayLine manage the complexities of the back-office compliance and regulatory requirements in today's ever-changing RIA environment. LayLine key attributes: • LayLine is a fiduciary "best interest", fee-based only firm • LayLine's operational structure provides Adviser’s the scale to grow • Charles Schwab & Co provides custodial account and portal services • Investing clients are Adviser clients, never LayLines Advisers register under LayLine’s RIA, operating as an independent Investment Adviser. Our size and structure allow LayLine to deploy a customizable platform rather than one size fits all. Advisers are supplied a LayLine WorkStation, programed with LayLine’s Investment and Client Management Platform for: • Client Account Management • Investment Management and Analytics • Discretionary Trading • Communications • Financial Planning These functions, and more, are fully integrated with LayLine's operational services, laser focused on serving independent Investment Advisers. They include: • Client Billing for Management Fees • Customizing Adviser Platform • Daily Updates of Client Investment Data • Maintaining Platform Databases • Compliance and Regulatory Monitoring • Dedicated Support Manager For more on LayLine, visit Laylineadviser.com. For Adviser opportunities contact, Harry J. Campbell III CMT, CEO, at hcampbell@laylineadviser.com, Adviser opportunity in subject line.
Read moreOpportunity for Independence LayLine Asset Management Inc is a Registered Investment Adviser firm located in Minnetonka, MN. We provide independent Investment Advisers with a comprehensive and customizable investment and client account management platform for running a contemporary Investment Advisory business. With LayLine, Advisers can focus on giving competent fiduciary investment advice and growing their business and let LayLine manage the complexities of the back-office compliance and regulatory requirements in today's ever-changing RIA environment. LayLine key attributes: • LayLine is a fiduciary "best interest", fee-based only firm • LayLine's operational structure provides Adviser’s the scale to grow • Charles Schwab & Co provides custodial account and portal services • Investing clients are Adviser clients, never LayLines Advisers register under LayLine’s RIA, operating as an independent Investment Adviser. Our size and structure allow LayLine to deploy a customizable platform rather than one size fits all. Advisers are supplied a LayLine WorkStation, programed with LayLine’s Investment and Client Management Platform for: • Client Account Management • Investment Management and Analytics • Discretionary Trading • Communications • Financial Planning These functions, and more, are fully integrated with LayLine's operational services, laser focused on serving independent Investment Advisers. They include: • Client Billing for Management Fees • Customizing Adviser Platform • Daily Updates of Client Investment Data • Maintaining Platform Databases • Compliance and Regulatory Monitoring • Dedicated Support Manager For more on LayLine, visit Laylineadviser.com. For Adviser opportunities contact, Harry J. Campbell III CMT, CEO, at hcampbell@laylineadviser.com, Adviser opportunity in subject line.
Read moreCountry
State
Minnesota
City (Headquarters)
Minnetonka Mills
Industry
Employees
1-10
Founded
2014
Social
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Founder
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Technologies
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