Partnerships give our clients access to individualized solutions.
Corporate clients and ultra-wealthy families have distinctive requirements for financial products and wealth management, retirement, and life insurance solutions. That’s why Lindberg & Ripple has developed core strategic partnerships to meet these needs, including institutional pricing and broader insurance coverage, as well as strong asset management and diverse investment options.
M Financial
M Financial is a leading life insurance distribution, service, and product organization serving HNW individuals, executives and employers. Clients rely on our Member Firms for independent advice, exclusive insurance products, wealth solutions, executive benefits, and retirement services—and the exceptional service that has distinguished M for over 40 years.
The M Difference
M Financial brings together some of the best minds in our industry to deliver an exceptional experience for clients.
Our network of independent Member Firms, supported by M Financial Portland and our carrier partners, use their collective power to advance client interests with innovative solutions and deep technical experience. Independent thought leadership. Client advocacy. Exclusive products. A culture of excellence, collaboration, and risk sharing. That’s the M difference.
Aligned to the needs of CPAs, attorneys, financial professionals and their clients
M Financial is committed to the success of professional advisors served by our Member Firms. We offer industry-leading experience, exclusive products, and flexible support services that, in concert, enable these professionals to deliver the highest quality experience to their clients.
The Year In Review
The Year in Review highlights the achievements and activities of M Financial and our Member Firms during the previous year. View or download for high-level updates on our business, strategic initiatives, and community involvement.
M Financial
M Financial is a leading life insurance distribution, service, and product organization serving HNW individuals, executives and employers. Clients rely on our Member Firms for independent advice, exclusive insurance products, wealth solutions, executive benefits, and retirement services—and the exceptional service that has distinguished M for over 40 years.
The M Difference
M Financial brings together some of the best minds in our industry to deliver an exceptional experience for clients.
Our network of independent Member Firms, supported by M Financial Portland and our carrier partners, use their collective power to advance client interests with innovative solutions and deep technical experience. Independent thought leadership. Client advocacy. Exclusive products. A culture of excellence, collaboration, and risk sharing. That’s the M difference.
Aligned to the needs of CPAs, attorneys, financial professionals and their clients
M Financial is committed to the success of professional advisors served by our Member Firms. We offer industry-leading experience, exclusive products, and flexible support services that, in concert, enable these professionals to deliver the highest quality experience to their clients.
The Year In Review
The Year in Review highlights the achievements and activities of M Financial and our Member Firms during the previous year. View or download for high-level updates on our business, strategic initiatives, and community involvement.
Pershing LLC
Lindberg & Ripple has chosen Pershing LLC as the primary custodian for our client’s assets.
Pershing LLC, a BNY Mellon Company, has been a leading global provider of financial business for over 75 years. Pershing has approximately $1.8 trillion in global financial assets and net capital of over $2 billion. BNY Mellon has $35.2 trillion in assets under custody or administration and $1.8 trillion in assets under management.
Pershing’s core financial strength provides the first measure of protection for our client’s assets with their parent company being the world’s largest global custodian. There are rigorous internal control measures and annual audits from independent audit firms. Clients’ fully paid-for assets are segregated with quarterly vault inspections. Pershing is a member of the SIPC, which protects securities customers of its members up to $500,000 (including $250,000 for claims of cash. In addition, Pershing provides excess coverage through Lloyd’s and other commercial insures with an aggregate loss limit of $1 billion for eligible securities and a per client loss limit of $1.9 million for cash waiting for reinvestment.
Pershing LLC
Lindberg & Ripple has chosen Pershing LLC as the primary custodian for our client’s assets.
Pershing LLC, a BNY Mellon Company, has been a leading global provider of financial business for over 75 years. Pershing has approximately $1.8 trillion in global financial assets and net capital of over $2 billion. BNY Mellon has $35.2 trillion in assets under custody or administration and $1.8 trillion in assets under management.
Pershing’s core financial strength provides the first measure of protection for our client’s assets with their parent company being the world’s largest global custodian. There are rigorous internal control measures and annual audits from independent audit firms. Clients’ fully paid-for assets are segregated with quarterly vault inspections. Pershing is a member of the SIPC, which protects securities customers of its members up to $500,000 (including $250,000 for claims of cash. In addition, Pershing provides excess coverage through Lloyd’s and other commercial insures with an aggregate loss limit of $1 billion for eligible securities and a per client loss limit of $1.9 million for cash waiting for reinvestment.
Charles Schwab
In recognition of our client’s desire for choice and diversification, we have a secondary relationship with Charles Schwab. Charles Schwab has been helping independent advisors custody assets for over 30 years and has $1.3 billion of assets under management and $3 trillion under administration. In 2019, Schwab had over $10.7 billion in revenue and $3.7 billion in net income. Schwab has an industry-leading technology platform that makes it easy for our clients to access and analyze their accounts.
Charles Schwab
In recognition of our client’s desire for choice and diversification, we have a secondary relationship with Charles Schwab. Charles Schwab has been helping independent advisors custody assets for over 30 years and has $1.3 billion of assets under management and $3 trillion under administration. In 2019, Schwab had over $10.7 billion in revenue and $3.7 billion in net income. Schwab has an industry-leading technology platform that makes it easy for our clients to access and analyze their accounts.
Retirement Plan Advisory Group
Lindberg & Ripple has selected RPAG (Retirement Plan Advisory Group) as the technology and Resource solution for our employer-sponsored retirement practice.
With more than 40,000 retirement plans served and over 500 elite retirement practitioners across the US, RPAG offers our clients access to unbiased investment analytics and reporting tools. With the guidance of our retirement professionals, plan sponsors can seamlessly perform the fiduciary duties associated with offering an employee retirement plan.
In addition to serving as a technology solution, the RPAG network of elite advisors drives industry best practices and ultimately creates new solutions to enhance retirement plan performance and improve participant outcomes.
Over 90 providers and more than 25,000 investment options are monitored on the RPAG platform, which allows streamlined fee and plan-design benchmarking for our retirement plan clients, in addition to ongoing investment analytics.
Utilizing the RPAG engine to service our clients retirement plans allows us to maintain our independence and deliver the consulting and guidance that plan sponsors expect in this marketplace.
Connect With Us
Get in touch to learn how we can put our strategic alliances to work for you.