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Investment Management

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:

Emerging market securities

Large Capitalization Stocks

Mid-Capitalization Stocks

Preferred Stocks

Market neutral strategies

Small Capitalization Stocks

Convertible Bonds

Treasury Inflation-Protected

Government Securities

Corporate Bonds

Municipal Bonds

High Yield Bonds

Exchange Traded Funds

Master Limited Partnerships

Alternative Investments

Managed Futures

Real Estate Investment Trusts