Investment Management

Advice Tailored to Your Time Horizon

Today’s economic landscape abounds with both opportunities and challenges. Knowing which path to follow in order to pursue your goals and financial freedom can be a daunting adventure to embark upon alone. Whether you are planning your retirement, investing for a child’s college education or financing a new business, you will need a strategy designed to get you from where you are today to where you would like to be tomorrow. The philosophy of strategic asset allocation may be just the vehicle to help get you there.  Following is a brief summary of the advisory platforms are available. 

  • Optimum Market Portfolios – By implementing Research-driven asset allocation models using professional money managers recommended by LPL Financial, this investment platform delivers institutional benefits at an affordable entry point. Two to three institutional managers are selected in each asset class to provide optimal diversification. You have your choice of investment objectives, portfolio focus and frequency of rebalancing.
  • Strategic Asset Management – This comprehensive investment platform offers the choice of more than 6,200 mutual funds, stocks, bonds, ETFs, UITs, funds of hedge funds and more. We can highly customize your portfolio with this platform, leverage LPL Financial Research-recommended models and managers, and provide check writing and householding services.
  • Model Wealth Portfolios – This mutual fund-based investment platform features six theme-based investment models, including Diversified, Alpha Focused, Downside Risk Aware, Income Focused, Tax Aware and Socially Responsible Investing. All accounts are serviced by the LPL Financial Overlay Portfolio Management Group for automatic rebalancing and tax loss harvesting.
  • Personal Wealth Portfolios – Clients with more complex needs for securities customization and tax management will benefit from this platform that offers a mix of mutual funds and separate accounts. Separate accounts provide the benefits of owning individual securities, so there is much more flexibility to control the timing of realized gains and losses for tax purposes whenever possible. If you have social, moral or company-based reasons to avoid certain securities or sectors, this platform can easily adapt to your specific preferences.
  • Manager Select – You can choose either a single manager or a collection of different managers and build a diverse portfolio of separate accounts. We work with more than 130 managers and offer over 300 investment styles to help meet the needs of high-net-worth clients and institutions.

Benefits of Ongoing Management

Take comfort in the fact that we monitor current trends and market developments and provide ongoing advice and portfolio management. You receive the benefits of asset allocation and active, advice-based portfolio management—all for one inclusive fee, on one statement and in one account—giving you the investment diversification you need and helping you work toward your long-term goals and objectives.

 

Advisory services are offered through LPL Financial