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Investment Approach

Investment Approach

Through LPL Financial and many top-line research based providers, we have access to a vast array of research about investments, markets and the economy.  Utilizing an open architecture, conflict-free investment platform, investments are selected based on rigorous and objective analysis.  Our intent is to source, evaluate and select the “best in class” investments, wherever they are to be found.  As such, we select from a wide range of domestic and foreign mutual funds, separately managed accounts, alternative investments and tax-deferred vehicles as illustrated below.

Range of Investment Vehicles


LPL Financial Research

Written by: LPL Financial Research

The LPL Financial Research team provides you with actionable, unbiased investment advice. We offer sophisticated, quality advice that evolves with the shifting investment landscape. We recognize the critical role that timely, independent, objective research plays in the day to day.