Strategic Alliances | Lindberg & Ripple

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.

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 insurers 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.

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.

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