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Brokerage Services

Lydian Investment Services provides tailored investment strategies to affluent individuals and high-net worth families through an independent brokerage channel.

Whether working with one of Lydian's financial professionals or executing self-directed trades, Lydian Investment Service professionals provide superior client service to create a traditional investment portfolio that works toward meeting the individual needs of our clients.

Lydian Investment Services include the following:

Full Service and Self-Directed Brokerage Service
Equities and Mutual Funds
Bonds and Other Fixed-Income Securities
Exchange Traded Funds (ETFs)
Money Market Funds
Option Trading
Alternative Investments
Traditional IRAs
Roth IRAs
SEP IRAs
Simple IRAs
529 College Savings Plan
Separate Managed Accounts (SMAs)
Unit Investment Trusts (UITs)

Securities and insurance products are offered by LPL Financial and its affiliates, Member FINRA/SIPC. Lydian Private Bank and Lydian Investment Services are not registered brokers/dealers, nor are they affiliated with LPL Financial.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not a Bank Deposit Not Insured by Any Federal Government Agency
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