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Product Management

Client Centered

Product Management & Due Diligence

LFA has a team of dedicated individuals who research, analyze, review and perform due diligence on packaged products and services. With new products coming to the market every day and changing regulations, this team gives you a sense of confidence by helping you provide sound, informed investment recommendations to your clients. LFA also provides capital market assumptions, allocation models and a mutual fund / ETF reference list of investments for your use.