Broker Check

Asset Management

Your assets will be managed in keeping with your objectives utilizing a variety of platforms.  Which one is for you?



Investment Platforms available at LPL Financial

Model Wealth Portfolios (MWP) – offers fully diversified mutual fund and/or ETF models guided by eight portfolio strategists, including LPL Research – Minimum investment $10,000

Guided Wealth Portfolios (GWP)* – Advisor-enhanced robo solution that couples digital investment platform with your oversight, review and advice – Minimum investment $5,000

Optimum Market Portfolios (OMP) – Mutual fund wrap program offering portfolios containing six multimanager mutual funds featuring more than 10 subadvisors – Minimum investment $10,000

Personal Wealth Portfolios (PWP) – Unified managed account (UMA) that provides the framework to deliver investment strategies – Minimum investment $250,000

Strategic Asset Management (SAM) – open architecture platform offering the ability to create customized portfolios while wrapping multiple investment in one account with one statement – Minimum investment $25,000

Manager Select (MS) – Separate account platform offering access to a variety of institutional managers at significantly lower account minimums – Minimum investment $50,000+

*Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.  Diversification does not protect against market risk. 

No strategy assures success or protects against loss.  All investing involves risk, including the possible loss of principal.




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