Account Access

Whether you are buying a mutual fund for the first time or you're an experienced investor with a diversified portfolio, we can help. With access to state-of-the-art investment databases and communication with a variety of money managers, we have the tools, resources and experience necessary to evaluate your needs and develop a customized financial plan.

Our securities brokerage is a natural extension of the financial services we provide. It's just one of the many ways we can assist you in developing and maintaining your financial portfolio.

myStreetscape

myStreetscape is an Internet-based service providing you access to your account(s) 24 hours a day, 7 days a week. It provides a clear and secure, yet powerful, means for you to access your account data and obtain the latest market information. Account information is always current as of the prior business day, while market data is updated throughout the day. And, your information is safeguarded in a secure environment; delivered to you via an encrypted, password protected pathway.

If you would like to learn more about myStreetscape or signup for a login ID/Password, please go here.

Login to myStreetscape

Brinker Capital Portfolio

This service is offered to clients of LFA who desire individual account management services. LFA utilizes Brinker Capital, a registered investment advisor to administer and assist with the asset allocation and individual manager selection. Brinker Capital also provides ongoing due diligence on each of the money managers offered. LFA and/or Brinker Capital will consult with the client concerning the client's objectives and risk tolerance and recommend an unaffiliated portfolio management firm(s) to provide customized portfolio management services to the client. LFA and Brinker Capital monitor and consult with the client concerning the investment performance of the account, monitor the continuing capability and general performance of the portfolio management firm, and may recommend a change therein, if appropriate.

LFA charges a bundled fee for the Brinker Core Asset Manager Program, which includes the fee of the portfolio management firm, brokerage costs, Brinker Capital's advisory fee and LFA's advisory fee.

Login to Brinker Capital Portfolio

American Funds

Login to American Funds


Penn Mutual

Login to Penn Mutual

 

Franklin Templeton

Login to Franklin Templeton


Director 401(k)

Login to Director 401(k)


Lincoln Financial Advisors

Login to Lincoln Financial Advisors