As an Investment Adviser Representative with LPL Financial, a registered investment adviser, I can help you define your long-term investment objectives and build a personalized investment portfolio designed around your unique needs, goals, objectives, and risk tolerance. I recognize the importance of getting to know you – your financial needs, your financial goals and your lifestyle.
My office was established to provide ongoing professional and objective advice to investors while helping them meet their individual investment objectives. I am able to do this by offering truly objective financial advice on a fee basis. Fee-based asset management allows us to share a common goal – to grow the value of your assets. My compensation is directly related to the performance of your account via an annual fee based on the market value of your portfolio.
One such asset management program I offer is Strategic Asset Management. Through this program I have the breadth of investment types and choices to construct custom-tailored portfolios. Portfolios can be created to minimize the tax consequences of investing, address current income needs, protect your retirement assets or seek capital appreciation. Regardless of your investment objectives, your portfolio will be constructed to reflect your personal goals, time horizon and risk parameters, as well as other considerations. I will formulate an asset allocation plan based on the combined performance attributes of the individual asset classes. Your portfolio may include, but is not limited to, mutual funds, stocks, bonds, ETFs, alternative investments, conservative option strategies, a no-load variable annuity, cash equivalents or a combination of these vehicles. What’s more, you have the ability to include investments you already own and may have held for years.
Another program that may be selected to meet your objectives is Manager Select. This program provides access to over 175 of the nation’s leading institutional money managers and more than 475 investment styles. Managers of this caliber are rarely available to individual investors unless extremely high account minimums are met. You benefit from a personally crafted portfolio of individual securities that is managed by professional, institutional money managers. Your team of seasoned investment professionals is guided by your unique circumstances and objectives. This account model, employed by large institutions and pension plans, extends the advantages of flexibility, tax efficiency and control to your personal investment situation.