Ocean Park Asset Management partners with LPL Financial to expand investment strategies on popular platform

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Ocean Park Asset Management, a leading investment management firm, has partnered with LPL ($NASDAQ:LPLA) Financial to offer its popular investment strategies on the “Model Wealth Portfolios” platform. This partnership was announced just 22 hours ago, showcasing the timeliness and relevance of this collaboration. LPL Financial is a reputable financial services company that provides investment and wealth management solutions to individuals and institutions. Its “Model Wealth Portfolios” platform allows advisors to access a wide range of investment strategies and streamline their clients’ portfolios. These strategies include the Ocean Park Large Cap Value Fund, the Ocean Park Small Cap Fund, the Ocean Park International Fund, the Ocean Park Global Dividend Fund, and the Ocean Park Short Duration High Yield Fund. These strategies are designed to provide diversification, risk management, and potential for strong returns for investors. This partnership will allow LPL Financial advisors to easily access and incorporate these strategies into their clients’ portfolios, enabling them to provide a wider range of investment options.

Additionally, it gives investors the opportunity to benefit from Ocean Park’s proven track record of successful investment strategies. This collaboration aligns with our mission to deliver superior investment solutions to our clients.” This sentiment is shared by the Executive Vice President of LPL Financial Investment & Planning Solutions Division, Rob Pettman, who stated, “We are pleased to have Ocean Park Asset Management’s strategies available on our platform. It also further solidifies the reputation of LPL Financial as a leading platform for financial advisors and investors alike.

Stock Price

This exciting collaboration aims to bring new and innovative investment options to clients of LPL, while also increasing Ocean Park’s reach and impact in the industry. The announcement was made on Tuesday, with LPL Financial‘s stock opening at $221.46 and closing at $222.0, showing an increase of 0.53% from the previous closing price of 220.82. This positive response from the market reflects the confidence and anticipation surrounding this partnership. With this new collaboration, LPL clients will now have access to Ocean Park’s diverse range of investment strategies, including their highly successful long-short equity strategy, which has consistently outperformed the market. This will provide clients with more options to diversify their portfolios and potentially achieve better returns.

Additionally, Ocean Park’s expertise in alternative investments, such as private equity and real estate, will also be available on the LPL platform. The partnership between Ocean Park and LPL is a strategic move for both companies. This collaboration is also a testament to the strong reputation and track record of both companies. LPL has been consistently recognized for its industry-leading technology and commitment to providing comprehensive financial solutions to its clients. Similarly, Ocean Park has been recognized for its exceptional investment performance and client service. In conclusion, the partnership between Ocean Park Asset Management and LPL Financial is a positive development for both companies and their clients. It will bring new and exciting investment opportunities to LPL’s platform, while also expanding Ocean Park’s presence in the industry. This is a partnership that is sure to bring mutual success and benefits for all parties involved. Live Quote…

About the Company

Income Snapshot

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Balance Sheet Snapshot

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Analysis

After conducting a thorough analysis of LPL FINANCIAL‘s financials, I have determined that the company has a strong financial standing. According to the Star Chart, LPL FINANCIAL has a high health score of 9/10, indicating that its cashflows and debt are in good shape. This means that the company is capable of paying off its debt and funding future operations without facing any major financial difficulties. One key factor that stands out about LPL FINANCIAL is its classification as a ‘gorilla’ company. This type of company is characterized by stable and high revenue or earnings growth, which is often due to its strong competitive advantage. This indicates that LPL FINANCIAL has a solid position in its market and is able to consistently generate strong profits. Based on these findings, I believe that LPL FINANCIAL would be an attractive option for investors who are seeking stable and consistent growth. Its strong financial standing and competitive advantage make it a desirable investment for those looking for long-term returns. Furthermore, LPL FINANCIAL also excels in areas such as dividend, growth, and profitability, which are important factors for many investors. This, coupled with its medium asset level, paints a promising picture for the company’s future prospects. Overall, I am confident in recommending LPL FINANCIAL as a potential investment opportunity. With its strong financials, competitive advantage, and attractive characteristics for investors, it is definitely worth considering for those seeking to add a stable and growth-oriented company to their portfolio. More…

Peers

The competition between LPL Financial Holdings Inc and its competitors, XP Inc, SelfWealth Ltd, and Flow Traders NV, has been intensifying in recent years. These companies are vying for market share and trying to outdo each other in terms of product offerings, customer service, and financial performance. With the battle for supremacy heating up, it is clear that the competition between these companies is only going to get more fierce.

– XP Inc ($NASDAQ:XP)

TXP Inc is a leading provider of digital services and telecommunications solutions. The company has been providing innovative solutions since its founding in 1995 and has seen tremendous growth since then. As of 2022, the company has a market capitalization of 8.91 billion, making it one of the largest providers in its sector. This market cap reflects the company’s strong performance over the years, as evidenced by its Return on Equity (ROE) of 15.32%. This indicates that TXP Inc is earning more on its equity investments than other companies in its sector and is in a good financial position.

– SelfWealth Ltd ($ASX:SWF)

SelfWealth Ltd is an Australian-based online stockbroker and provider of DIY superannuation services. It has a market capitalization of 47.37 million as of 2022, which reflects the company’s value relative to its peers and competitors. SelfWealth Ltd’s return on equity (ROE) for the same year was -30.54%, which indicates that their net income was lower than the amount of money that shareholders had invested in the company. This could indicate that the company may be struggling to generate profits and may need to take steps to increase efficiency and profitability.

– Flow Traders NV ($OTCPK:FLTDF)

Founded in 2002, Flow Traders NV is a leading provider of liquidity in exchange-traded products (ETPs). With over 1.01 billion in market capitalization as of 2022, the company has maintained a strong presence in the European financial markets. Flow Traders NV has also achieved a return on equity (ROE) of 12.95%. This impressive figure is a reflection of the company’s commitment to providing quality products and services to its customers. The company’s success is likely to continue given its strong presence in the ETP market, as well as its innovative approach to providing liquidity.

Summary

Ocean Park Asset Management has revealed that five of its strategies are now available on LPL Financial‘s “Model Wealth Portfolios” platform. This move will provide clients with more investment options and diversification opportunities. LPL Financial’s platform offers a wide range of portfolio models for advisors to choose from, allowing them to tailor investments to their clients’ needs and goals. This announcement underscores the commitment of both companies to providing clients with quality investment options and enhancing their financial journey.