Grace Lane Financial Partners operates independently of our broker dealer and custodian. This is important because it means we do not hold assets on behalf of clients, allowing us to offer conflict free advice.
MASSMUTUAL/MMLIS
We selected MassMutual/MMLIS as our platform and broker dealer for our clients because they have a long history of supporting independent advisors and allow us to do business in a way that puts our clients’ interests first. This partnership gives us access to all of the home office and regional and national management support that MassMutual offers.
MMLIS is a broker-dealer and registered investment adviser, offering investment products, asset management programs and financial planning services designed to help its registered representatives and investment adviser representatives meet the financial needs of their clients through various life stages.
MMLIS is one of the largest distributors of investment products in the United States and is authorized to conduct business in all 50 states, the District of Columbia, and Puerto Rico. They currently manage over 200 billion in Assets Under Management and offers an independent platform with thousands of investment solutions.
MassMutual was founded in 1851 and is a mutual company, which means its members and participating policy owners are often described as sharing ownership as there are no shareholders. As a mutual company, MassMutual can manage the company with a focus on their long-term interests and are not subject to the expectations of Wall Street analysts or stockholders. Today MassMutual has over 7500 Financial Professionals Nationwide.
CAPITAL STRATEGIES
Capital Strategies is a branch office of MassMutual/MMLIS. Capital Strategies is backed by a longstanding organization of experienced people, exceptional products and a realistic, need—based approach to financial strategies. Grace Lane Financial Partners has its own employees, but Capital Strategies provides much of the business support for our practice to process clients’ needs and requests.
With over 60 years of experience in the industry, Capital Strategies remains committed to the core values that the firm was built upon and they leverage their strength to deliver superior value to all of their advisors and their clients.
Capital Strategies has been named one of the top places to work by the Austin American Statesman since 2014. They have over 100 advisors covering all of Central and West Texas and New Mexico. The main offices are in 4 cities with detached offices spread throughout our territory.
