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Building and Managing Service Offerings

The power behind your advisory services practice

If the plans for your independent advisory practice call for building a resource network of leading strategists and service providers, LPL Financial Research can help.

With LPL Financial Research, the direct advisory services you provide can benefit from the significant depth and breadth of our analytical reach. You may use as much or as little of this work product as your practice requires. As an advisor affiliated with LPL Financial, you have access to:

  • Comprehensive portfolio solutions, including asset allocation, manager selection and monitoring, automatic rebalancing and administrative support. These services, powered by LPL Financial Research and third-party managers, enable you to direct complete management solution sets for your clients based on your evaluation of their individual needs
  • A la carte asset allocation models, manager recommendations and monitoring services that provide the intelligence you need to construct and manage customized multi-manager solutions on our most popular platforms
  • Asset class intelligence and security-level analysis providing an objective source of ideas for individual equity and fixed income portfolios     

Leveraging the services of LPL Financial Research is a great way to build the resource network that will power your advisory services for the life of your practice.

Multiple Solutions for Individual Needs
PORTFOLIO SOLUTIONS
RESEARCH SUPPORT
Comprehensive
Optimum Market Portfolios –
Mutual Funds
Asset allocation models
Manager selection
Manager due diligence
Overlay services
Optimum Annuity Portfolios –
Variable Annuity subaccounts
Model Wealth Portfolios –
Mutual Funds
Personal Wealth Portfolios –
Unified Managed Accounts
Flexible
Strategic Asset Management – Mutual Funds, ETFs, Alternative Investments, Annuities, Stocks, Bonds
Asset allocation models
Manager recommendations
Manager due diligence
Manager Select – Separately
Managed Accounts
Advisor managed
Portfolios of select equities and bonds
Asset class and sector intelligence
Bond models
Stocks to Watch
Third-party partnerships
Custom
Strategies for stock concentrations
Engineered liquidity and risk management solutions

Managed Money
The most powerful way to draw upon the asset allocation and manager selection capabilities of LPL Financial Research is via one of the LPL Financial asset management platforms:
  • Optimum Market Portfolios
  • Optimum Annuity Portfolios
  • Model Wealth Portfolios
  • Personal Wealth Portfolios
  • Strategic Asset Management
  • Manager Select

Together, these platforms enable you to meet the needs of almost any client.