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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 and increasing practice efficiency by outsourcing rebalancing, investment selection and monitoring.

Model Wealth Portfolios

Model Wealth Portfolios provides the framework to deliver a client-centered approach while maintaining advisor control and enabling efficiency. Customized portfolios are constructed by LPL Financial Research and outside strategists. Investment choices include mutual funds and exchange-traded products (ETPs). The portfolios benefit from ongoing monitoring, rebalancing and tax management services implemented by the LPL Financial Overlay Portfolio Management Group. Theme-based portfolios address a broad range of investor preferences, such as tax aware, downside risk aware and socially conscious investing. In 2011, Model Wealth Portfolios was awarded the Advisory Platform Solution of the Year by Money Management Institute. This prestigious industry awarded is granted to the firm that launched the most innovative advisory platform that contributed to the growth of the industry. This year, LPL Financial was selected out of nearly 30 nominees, all of which in turn participated in a competitive selection process.

Personal Wealth Portfolios

Personal Wealth Portfolios provides the framework to deliver sophisticated investment strategies for your high-net-worth clients in an efficient way. Investment choices include separately managed accounts, mutual funds and exchange-traded products in a single, easy-to-implement account. The portfolios benefit from leveraging the expertise and resources of LPL Financial Research, which constructs asset allocation models, selects quality managers and provides ongoing due diligence and monitoring. The Overlay Portfolio Management Group uses technological monitoring, rebalancing and tax management services to help ensure the portfolio remains in line with the chosen investment strategy.

Optimum Market Portfolios

Optimum Market Portfolios provides you with a turnkey approach to help you manage advisory accounts through diversified asset allocation models, professional money management, automatic rebalancing, consolidated performance reporting, and online marketing and sales support. This strategy is popular for clients with smaller balance accounts.