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Fee-Based asset management
A Long Term Approach to Financial Planning
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 and
ultimately achieve 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.
CLICK ON GRAPHIC to see our Wealth Manager Solution.
Strategic Asset Management (SAM) – Taking advantage of the long-term investment policy of asset allocation, Linsco/Private Ledger's (LPL) 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 institutional, no-load or load-waived mutual funds*, 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'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.