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Investment Management

Our goal is to help you preserve and grow what is most important to you and your family. Through our holistic approach to asset allocation and investment planning, that takes both your personal and financial needs into consideration, we develop strategies that seek to help you:

  • Pursue specific short- and long-term goals
  • Meet income needs over time
  • Manage risk in line with your goals and time horizon
  • Generate the potential for growth

An emphasis on due diligence

LPL Financial’s open-architecture investment platform and stringent due diligence provide us with access to a universe of some of the top industry talent to select among in constructing your portfolio. The LPL Financial Research team employs a strict, highly disciplined investment manager screening process that results in a recommended list of select, leading industry separate account managers. Managers on the recommended list must continue to meet strict criteria over time to remain on the list.

As independent advisors, we have access to a full array of non-proprietary financial products and services as we work with you to help ensure your assets are strategically allocated, diversified and managed. We seek to create investment strategies tailored to your needs that may include:

  • Cash and money market funds
  • Municipal, treasury and corporate bonds
  • Domestic and international stocks
  • Mutual funds
  • Exchange Traded Funds (ETFs)
  • Fixed and variable annuities
  • Strategic Asset Management (SAM)
  • Model Wealth Portfolios (MWP)
  • Alternative investments*

* Alternative Investment Strategies include hedge fund strategies, private equity, managed futures vehicles, structured products, equipment leasing partnerships, real estate investment trusts (REITs), 1031 real estate exchanges and oil and gas partnerships.

No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.