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The LPL Financial Research Team

LPL Financial Research provides you with actionable, unbiasedinvestment advice and client support materials. Our goal is to continue to offer sophisticated, quality advice that evolves with the shifting investment landscape. We recognize the critical role that timely, independent, objective research plays in your ability to serve your clients, and we strive to be a valued extension of your advice creation team.

Meet LPL Financial Managing Director and Chief Investment Officer Burt White

Burt White serves as the firm's chief investment officer. Burt's primary role is to provide the strategic guidance for the Research Department. The role includes setting the vision and assuring integrity for the firm's pursuit of conflict-free, objective investment advice. He directs a team of analysts and investment professionals, providing in-depth research on the global economy and markets, portfolio optimization, mutual funds, separate accounts, fixed income, alternative investment strategies and portfolio construction.


Meet LPL Financial Chief Market Strategist Jeffrey Kleintop

In his role as chief market strategist, Jeff leads the development and articulation of market and investment strategies for LPL Financial Research, leveraging his expertise in the analysis of global financial markets and asset allocation strategy. Jeff has been cited by The Wall Street Journal as one of "Wall Street's Best and Brightest" and is known for his keen market insights. He is the author of the popular investment book, Market Evolution: How to Profit in Today's Changing Financial Markets, published in May 2006.

The LPL

Financial Research team

focuses on areas in which it can add the most value to advisors.

We focus our greatest strengths on building and monitoring portfolios for your clients. Four teams collaborate to provide a research platform that covers everything from the nuts and bolts of portfolio construction and manager due diligence to creating communications you can use with your clients.

  • Investment Strategy: The responsibilities of the Investment Strategy Group truly set LPL Financial Research apart from its competitors. This group determines the asset allocation models based on investment objectives and the strong relationship between risk and reward in the portfolios, and then selects the models and combinations of mutual fund managers for each portfolio based on correlation characteristics (using our proprietary SAT tool) and manager performance in over 300 different market conditions.
  • Manager Strategy: This team leads the firm's due diligence efforts for mutual funds, money managers and alternative investments based on a strong and thorough investment discipline for all open architecture and centrally managed platforms.
  • Research Analytics: The function of the Research Analytics Strategy Group is to perform quantitative analysis, performance measurement, attribution, and appraisal of our recommendations and platforms, while managing the underlying data and application usage of products and services within the team.
  • Investor Strategy: The Investor Strategy Group is focused on delivering timely, efficient and accurate communication of our investment advice. They are also responsible for overseeing the Research Service Desk, a dedicated team of research professionals ready to address your market and investment advice questions.

Watch Us in the News!

Watch our analysts on leading financial networks, such as CNBC and Bloomberg Television. Several times a month, we discuss the highs and lows of the markets, the economy and policy changes in Washington. You can also read our thoughts and perspectives in a variety of publications, including The Wall Street Journal, Money Magazine, Reuters and many more.