Advisory Platforms
Contact UsWe offer six advisory platforms, each with different features and benefits, providing a wide range of advisory options. The diverse selections allow us to pick and choose which platform is in the best interest of each client.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Model Wealth Portfolios (MWP):
Our premier advisory platform offers unified managed account (UMA) capabilities. You can access fully diversified mutual fund and/or exchange-traded product (ETP) manager models, as well as separately managed account (SMA) strategies. We also have the ability to create our own advisor model and outsource trading to LPL. We can mix and match up to twenty models—both your own and manager strategies—in a single account to create portfolios that align with your client’s unique goals, investment objectives, and risk tolerance.
Optimum Market Portfolios (OMP):
Offers advisory portfolios made up of six multi-manager mutual funds featuring more than 10 industry-leading subadvisors. While OMP is easy for investors to understand and simple on the surface, it also provides depth and sophistication through the use of multiple subadvisors—each portfolio has at least two for added diversification.
Guided Wealth Portfolios (GWP):
An advisor-driven digital advisory platform that combines client valuable advice with an online investment portal. GWP presents an opportunity to offer clients a digital way to open, view and track investment accounts, while maintaining our relationship with you.
Manager Select:
The ownership of individual securities through separately managed accounts (SMAs). SMAs are great for investors who want more specialization, security-level customization, or access to comprehensive strategies.
Strategic Asset Management (SAM):
A comprehensive, open-architecture, fee-based investment platform flexible enough to address any client need. You’re in the driver’s seat from start to finish as you select and build portfolios and handle all trading and rebalancing activities. If you need complete customization, SAM is an ideal solution.
Personal Wealth Portfolios (PWP):
A centrally managed, fee-based platform that provides efficiently deliver comprehensive investment strategies to high-net-worth clients. Through PWP, you can access separately managed accounts, mutual funds, and exchange-traded products via asset allocation models designed by LPL Research. You can combine multiple investment types in one account, with one statement and consolidated performance.