- Mutual funds
- Annuities and other tax-efficient investments
- Domestic and international securities
- Fee-based asset management programs
- Estate and financial planning
- Trust services
Your LPL Financial advisor can construct individual investment portfolios by using our objective research on the economy and a wide variety of investment-related topics. Our research department uses state-of-the-art technology-based tools and in-depth personal interviews to monitor mutual funds and other securities. Your LPL Financial advisor also has access to model portfolios based on different financial objectives that provide you with well-defined investment parameters.