Broker Check

Access Our Team Approach with Model Wealth Portfolios

January 21, 2019
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Partnering with money managers via Model Wealth Portfolios to create your customized portfolio gives us the ability to provide you many new potential benefits. The time is right to consider this exciting opportunity.

You Get a Team

Rather than one or two advisors, you’ll have an entire team of experienced, knowledgeable, third-party money managers watching your accounts. These money managers study the market and its products all day, every day to help ensure nothing is missed—we research the managers, and they research the markets. Here are some of the money managers we make available to you:

You Get Enhanced Service

By working with a team, we can spend more time on you—more time looking at your situation, needs, and goals and providing you with the services you want and need to potentially reach those goals.

You Pay Consistent Fees

By using Model Wealth Portfolios, you’ll pay no trading commissions and no IRA maintenance fees.

You Get Access to Products Used By Large Institutions

Partnering with strategists means we can access products and asset classes that institutional firms and the ultra-high-net-worth use.

You’re on the Cutting Edge of Advisory Solutions

We believe platforms like Model Wealth Portfolios are the future of financial advising, because they don’t rely on just one advisor to know everything. It makes a lot more sense to have a team approach.

You Get the Security of Knowing a Succession Plan is in Place

If something were to happen to one of us, you already have a long-term plan in place that could continue, even without us to guide you.

We Get to Work Together with You

Partnering with money managers means we can work alongside you to determine the best strategy for your unique situation. We’ll truly be a team.

There’s no assurance that the advisory platforms discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities will be required to affect some of the strategies. Investing involves risk, including possible loss of principal. Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its affiliates.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk.

Investing in mutual funds involves risk, including the possible loss of principal.

An investment in Exchange Traded Products (ETPs), structured as a mutual fund, note, or unit investment trust, should be considered as part of an overall program, not a complete investment program. An investment in ETPs involves risks, such as: market, non-diversification, price volatility, liquidity, competitive industry pressure, international, political, and economic developments, possible trading halts, and index tracking error

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss..