LionShare is a distribution platform that brings together like-minded people with differing but complementary skill sets: portfolio managers, practice management specialists, and Advisor Advocates, with the operational scale and resources of Regal Investment Advisors to empower and aid in the development of independent Registered Investment Advisors and Investment Advisor Representatives.
LionShare creates a bridge between portfolio managers and potential advisors to expand the marketplace. We offer analysis on risk, performance, and fee structures. Through these efforts, LionShare builds strong relationships and helps create a positive client experience in a fiduciary manner.
LionShare and its strategic partners have the ability to create compliant marketing materials such as pitch books and financial presentations; analyze investment performance statistics; and, manage advisor relations. Sub-Advisory relationships are available from an independent network that spans the nation.
Please submit a contact form below to learn more about LionShare. Once submitted, a team member from LionShare will reach out within 48 hours to discuss next steps and explore the LionShare Digital Collaboration Studio that is changing the game for advisors.
