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Centrally Managed Platforms


Our

centrally managed platforms

provide an opportunity to increase frequency and quality of client contact by delivering innovative client solutions while increasing practice efficiency by outsourcing rebalancing, investment selection and monitoring.

Personal Wealth Portfolios
A sophisticated and efficient platform providing access to institutional money managers, automatic rebalancing and overlay portfolio management services for your high net worth clients.

Optimum Market Portfolios
Turnkey approach increases service capacity and expands the range of clients you can service profitably. Leverage the benefits of diversified asset allocation models, professional money mangement and automatic rebalancing.

Model Wealth Portfolios
A centrally managed fee-based platform available through LPL Financial, provides the framework to deliver customized portfolios constructed by an objective research team and invested in mutual fund managers who are experts in their respective asset classes. LPL Financial Research has developed theme-based portfolios for a broad range of investor preferences, such as tax aware, downside risk aware and socially responsible investing.