Broker Check

Investment Management

LPL offers no proprietary investment products and engages in no investment banking activities, which means:

  1. Our Research and market insights are always objective.
  2. Our advisors are free to recommend any investments that will help you work toward meeting your financial goals.

Investment management is at the core of our services.  For most of our clients, the focus is capital preservation followed by growth, but each client has different needs and unique circumstances. We analyze all aspects of a client’s current financial situation and desired outcomes prior to constructing a portfolio.

  • Comprehensive implementation to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals
  • Documented investment process so you understand what you own and how it works to meet your goals
  • Independent research and no proprietary investment products