Our Difference
The LPL Advantage
As an independent firm, our team at Fervent Wealth Management has enlisted LPL Financial, the
nation’s largest independent broker/dealer*, to support our firm’s operations and compliance functions,
providing an additional layer of security for our clients. With over $1 trillion in brokerage and advisory
client assets, ** LPL Financial provides the technology and breadth of services to support sophisticated
wealth management solutions.
STAAC
The research team at LPL Financial, known as the Strategic & Tactical Asset Allocation Committee (STAAC)determines the firm’s investment outlook and asset allocation that helps define LPL’s research’s investment models and overall strategic and tactical investment guidance.
STAAC provides the Fervent Wealth Management team with strategic and tactical investment guidance. That guidance is delivered through recommended allocation weightings, strategy reports, and chart analysis.
Robust Investment Research
The research team at LPL Financial, known as the Strategic & Tactical Asset Allocation Committee
(STAAC), determines the firms, investment outlook, and asset allocation that helps define LPL Research’s
investment models and overall strategic and tactical investment advice.
STAAC provides the Fervent Wealth Management team with strategic and tactical investment guidance.
That guidance is delivered through recommended allocation weightings, strategy reports, and chart
analysis.
The committee is chaired by the Director of Research and includes investment specialists from multiple
investment disciplines and areas of focus. They also monitor all global economic and capital market
conditions and ensure the latest information is incorporated into our investment strategy.
SIPC
In addition, LPL Financial SIPC membership provides account protection up to a maximum of $500,000
per customer, of which $250,000 may be claimed for cash. Through London Insurers, LPL Financial
accounts have additional securities protection to cover the net equity of customer accounts up to an
overall aggregate firm limit of $600 million, subject to conditions and limitations.
As your financial advocate, we uniquely leverage these valuable resources to prepare and deliver investment ideas designed exclusively to support your financial and personal aspirations.
*As reported by Financial Planning magazine, June 1996-2022, based on total revenue.
** As October 15, 2021
An explanatory brochure of SIPC coverage is available at www.sipc.org