Global Portfolio Advisors, ltd

Proven, multi-lingual, multi-currency, multi-country wealth management business building strategies – backed by 20 years of experience and innovation.

From our roots as the largest independent broker-dealer in the United States, GPA has evolved into a premier global service provider. After nearly three decades of expansion and change – culminating in the 2005 sale of Linsco/Private Ledger – our comprehensive institutional service offerings remain a driving force in the world’s rapidly evolving financial services marketplace.

Our stand-alone online clearing strategies and operations – developed and tested internationally over the last 20 years, servicing more than $100 billion in assets globally – provide institutions with state-of-the art wealth management tools at the advisor level, and the best practices of the US and Europe.

Our proven, multi-lingual, multi-currency, multi-company solution provides institutions with enhanced profitability, country-specific back office operations, and first-quality advisor resources including online portfolio building, standardized client presentations, risk management, and omnibus record keeping. At every level, GPA remains positioned to provide the highest-quality advisor resources available, and the highest level of professionalism and efficiency.

GPA Whitepaper

To learn more about our technology and services, download our comprehensive overview in printable PDF format.

View PDF Archive  GPA Overview
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Technology Overview