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Manager Select

Manager Select is our separate account platform offering high-net-worth investors the ability to access professional, institutional portfolio managers at significantly lower account minimums. Advisors can choose from more than 140 managers and nearly 415 investment styles, including equity, fixed income, balanced, international, ETF, REIT and socially responsible portfolios. The account minimum for Manager Select is $100,000 for equity strategies and $250,000 for fixed income strategies.

Manager Select is a total

wealth management solution

, combining:
  • Investment planning
  • Strategy development
  • Portfolio construction
  • Manager selection
  • Ongoing management
  • Trade execution
  • Performance measurement


Discover the many advantages of Manager Select
LPL Financial Research maintains a comprehensive list of recommended managers. Each manager makes all trading decisions and places trades on behalf of the client.

  • Choose managers whose management style and performance best match clients’ specific investment objectives and risk tolerance
  • Extensive research helps ensure portfolio managers selected are consistent with your desired investment approach
  • Access to institutional portfolio managers provides a higher level of specialization, choice and service