Broker Check

Advisory Platforms and Investment Products

Strategic Asset Management (SWM)

Strategic Wealth Management (SWM) is one of the industry’s most comprehensive, open architecture, advisor-driven, fee based investment platforms. LEARN MORE…


Model Wealth Portfolios (MWP)

Model Wealth Portfolios, a centrally managed fee-based platform available through LPL Financial, provides access to portfolios constructed by LPL Financial Research and other portfolio strategists. LEARN MORE…


Optimum Market Portfolios (OMP)

The Optimum Market Portfolios (OMP) platform provides management of clients’ assets through diversified asset allocation models, professional money management, and automatic rebalancing. LEARN MORE…


Manager Access Select (MAS)

Manager Access Select is a fee-based separate account platform available through LPL Financial that offers high-net-worth investors access to a variety of institutional portfolio managers at significantly lower account minimums. The minimum account size is $100,000 for equity strategies and $250,000 for fixed income strategies. LEARN MORE…


Personal Wealth Portfolios (PWP)

The Personal Wealth Portfolios (PWP) is an innovative investment platform solution for high-net-worth clients. The minimum account size for Personal Wealth Portfolios is $250,000.LEARN MORE…

 

These programs are offered through LPL Financial, A Registered Investment Advisor.