Investment Programs
set your investment expectations high
LPL Financial offers several specialized investment management programs to help meet the varying needs of today’s investor. These programs provide the advantages of a structured financial program based on intensive research, a broad range of investment options and a diligent ongoing scrutiny.
Fee-based investment asset management ties your advisors compensation directly to the performance of your account. Instead of commissions, your advisor earns an annual fee based on the market value of your account. Asset based fee varies according to the program and assets invested.
Of the offerings, the most popular include: Strategic Asset Management (SAM) platform and Manager Select.
Strategic Asset Management (SAM)
SAM is an investment strategy that is customized by your financial advisor and driven by your unique set of investment goals. This goal-oriented process follows a comprehensive four-step approach to building an investment portfolio designed to help you reach your destination.
Each portfolio is individually designed to achieve an optimal blend of investments tailored to your personal goals, time horizon and risk profile. At the core of Strategic Asset Management is asset allocation. This involves spreading your investments across several asset classes — such as stocks, bonds and cash equivalents — to reflect your particular goals.
With SAM, you receive:
- Independent Research
- Customization
- Investment Choices
- Ongoing Management and Rebalancing
- Simplicity
- Account Protection
Manager Select
Manager Select combines several investment services into a custom-tailored wealth management platform, including investment planning, strategy development, manager selection, portfolio construction, ongoing management and monitoring, trade execution and performance measurement.
A comprehensive investment strategy, Manager Select, provides access to over 125 of the nation’s leading institutional money managers and more than 350 investment styles. Managers of this caliber are rarely available to individual investors unless extremely high account minimums are met. You will enjoy a full range of consulting, advisory and management services for a fixed annual fee that is competitive with other investment options.
For more information about Manager Select, download this extensive brochure or contact CWM directly.
