Here at LPL Financial we can customize investment portfolios using extensive diversification, dynamic security selection and strategic rebalancing. The asset allocation plan does take into consideration your total amount assets, management style, tailored risk analysis and stated concerns and objectives of the client. Investing in securities is subject to risk which may involve loss of principal. Asset allocation does not ensure a profit or guarantee against loss.

Each customized portfolio may include any or all of the following types of investments instruments: