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:

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.

Emerging market securities

Preferred Stocks

Convertible Bonds

Corporate Bonds

Exchange Traded Funds

Managed Futures

Large Capitalization Stocks

Market neutral strategies

Treasury Inflation-Protected

Municipal Bonds

Master Limited Partnerships

Real Estate Investment Trusts

Mid-Capitalization Stocks

Small Capitalization Stocks

Government Securities

High Yield Bonds

Alternative Investments