Fee-Based Asset Management

In today’s increasingly complex marketplace, successful investing requires discipline, know-how, systematic analysis and constant vigilance. You need to have a financial advisor committed to helping you plan for your long-term investment goals. By working with a fee-based advisor, you have the assurance of knowing our goals are the same as your goals – the long-term growth of your assets.

Together we will map out a plan that’s tailored to your risk tolerance and time horizon. Your assets will be allocated carefully and monitored regularly, taking advantage of world-class market intelligence, research and comprehensive investment tools.

Strategic Asset Management 

Taking advantage of the long-term investment policy of asset allocation, LPL Financial’s SAM Platform enables you to construct portfolios that offer a blend of investments suited to address your personal goals, time horizon and risk profile. Your portfolio may include  stocks, bonds, cash equivalents or a combination of these vehicles to reflect your unique circumstances. You also have the ability to include investments you already own, including long-held performers or sentimental favorites.

Manager Select

A tailored wealth management program, LPL Financial’s Manager Select Platform provides you with access to some of the nation’s leading institutional money managers – expertise that is usually unavailable without extremely high account minimums. Manager Select enables you to invest in a portfolio of individual securities – separately managed by professional, institutional money managers. We will select managers whose investment style and philosophy are most closely in line with your own objectives and risk tolerance.