About us

We partner with wealth managers around the world to simplify good decision making.

When we identify a promising market, we reach out to leaders in banking, brokerage, trading, portfolio management, and insurance. We talk to institutional investors, alternative managers, and family offices. We listen and learn about specific market dynamics.

LPF’s team helps chairmen develop their critical strategic relationships; we help chief executive officers develop their own effective strategies; and we help chief investment officers make the right decisions for their clients faster than ever before.

Our MOSAIC platform is a hub for pre-vetted investment strategies and opportunities in a high-speed, low-cost, and secure forum that lends itself to customized solutions. Our partners contribute their own strategies and opportunities to the global marketplace, too.

Leadership is critical to effective organizations. We rely on ‘tone at the top’ among our partners in banks, investment dealers, stock brokers, registered investment advisors, portfolio managers, insurance companies, and family offices to produce the best outcomes. In each organization, we work with key leaders with critical insight. We learn from their actions, and we learn from what they have to say…

World Wide Partners

(As part of the Mosaic Alliance)