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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.

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