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Asset Management

Client Centered

As an independent firm, LPL Financial doesn’t offer proprietary investment products. LPL advisors are free from proprietary sales or product quotas and commissioned investment requirements. Through LPL’s open architecture investment approach, we offer access to a virtually unlimited universe of investment options, which allows us to structure a custom portfolio based on your specific objectives.

When making investment decisions, we evaluate thousands of mutual funds, stocks and ETFs to identify an investment allocation that addresses your specific needs and objectives. We seek to create a diverse portfolio with low investment costs and a high level of personalized service and focused attention.

Your custom, diversified portfolio accounts for your current financial situation, future goals, investment time horizon, risk tolerance and more. It is continuously monitored and adjusted as your life and financial situation evolve over time.

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