Investment Management – We review, monitor, trade, and manage our clients investable assets. We pick the most appropriate custodian, select the proper investment vehicles and evaluate market conditions that allow us to invest based on the client’s risk tolerance and objectives. We provide objective advice on investments focusing on the best interests of the client.
Legal Coordination – We can help our clients create wills, powers of attorney, trusts, and other legal entities if necessary. We are also prepared to help you find an attorney to draft these documents.
Neither LPL Financial nor any of its representatives provide tax or legal advice. Please consult your tax or legal advisor for answers to your specific questions.