LTSL yields 7.99% · JEPI yields 8.40%● Live data
📍 LTSL pulled ahead of the other in Year 1
Combined, LTSL + JEPI cover 0 of 12 months — good coverage
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Ladenburg Thalmann Financial Services, Inc. is a holding company, which engages in investment banking and research, institutional sales and trading, asset management services, wholesale life insurance brokerage, and trust services through its subsidiaries. It operates through the following segments: Independent Advisory and Brokerage Services; Ladenburg; and Insurance Brokerage. The Independent Advisory and Brokerage segment includes the investment advisory and brokerage services provided by independent advisory and brokerage subsidiaries. The Ladenburg segment comprises investment banking, sales and trading and asset management services, and investment activities. The Insurance Brokerage segment focuses in the wholesale insurance brokerage activities. The company was founded in February 1996 and is headquartered in Miami, FL.
Full LTSL Calculator →The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.