159 North Sangamon Street,
The LPL Financial Investment Strategists consist of seasoned and accomplished industry veterans, comprising one of the largest and most experienced research groups among independent brokerage firms. The team works continuously to interpret and adjust to the latest economic and financial developments to help ensure your Model Wealth Portfolio benefits from consistent monitoring and meaningful, current information.
At LPL Financial, our independence places the Research team in a unique position to access a broad universe of investment products. We work side-by-side with your advisor and we have no business conflicts that prompt us to recommend (or reject) any investment product. Our decisions are unbiased and based solely on whether the investment fits a specific need or requirement.
We focus our greatest strengths on building and monitoring portfolios for investors. The collaborative process between members of our team with specific experience ensures that all of our portfolios are well diversified and designed to meet your theme-based goal.
The Investment Team
Employing time-tested, rigorous analytical methods strengthened by an environment that fosters intellectual curiosity, thought leadership, and integrity — the priority of the Research team at LPL Financial is to deliver optimal performance to your Model Wealth Portfolio.
Selecting Your Model Wealth Portfolio
In collaboration with your advisor, you can create an investment strategy that is aligned with your goals and expectations. One of the best ways to pursue your unique financial goals is to align your investment strategy with your vision for the future and feelings about risk, savings, and wealth.
Model Wealth Portfolios are built to specifically meet your changing investment needs as your lifestyle and future goals evolve. LPL Financial Research has designed portfolios to allow you to focus your wealth on what is most important to you, such as preserving your wealth in a down market, mitigating taxes, seek to capture excess returns, or generating retirement income. The portfolios are thoughtfully constructed and seek to benefit from the combination of professionally designed asset allocation strategies and rigorous investment selection. This process helps position each portfolio to work toward long-term outlooks and short-term opportunities. Special emphasis is placed on the risk-reward characteristics of the investments.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Past performance is no guarantee of future results.
There can be no guarantee that strategies promoted will be successful and no guarantee of positive results