PANGEA FOR BUSINESS

Institutional Asset Management

Via our affiliation with LPL Financial, Pangea Wealth Management is able to provide our institutional clients with the best of both worlds: independent investment advice supported by the nation’s largest independent Broker Dealer*. We are committed to helping clients who have responsibility for large pools of assets, such as hospitals, private and public retirement plans, foundations and endowments. We are responsible for providing consulting services, including investment policy development, asset allocation, manager searches and performance monitoring. All functions are focused on assisting organizations in fulfilling their fiduciary obligations.

Currently, LPL Financial has:

50,000 relationships with corporations, pension plans and profit sharing plans

4,000 relationships with foundations, charitable groups and non-profit organizations, and

$29 Billion Dollars in advisory and brokerage assets under management represented through these institutional asset management relationships.

At Pangea Wealth Management, we believe the foundation of a solid asset allocation process is a set of beliefs that drives it. Establishing beliefs ensures focus, builds consensus and promotes success. It is these beliefs that drive LPL Financial Research to create an asset allocation framework that positions your investments with the best opportunities for success based on defined goals and objectives. More importantly, these beliefs become the guideposts that ensure a consistent application of the LPL Financial Research investment philosophy.

For more information regarding our institutional asset management process, please contact a Pangea Wealth Consultant today at:

888-825-6994

*Based upon total revenue, as reported in Financial Planning Magazine, June 1996-2009