Investment Management – We review, monitor, trade and manage each client's investable assets. By our allocation of appropriate custodians, selection of proper investment vehicles and evaluations of market conditions, we are able 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 assist clients in the drafting of wills, powers of attorney, trusts and other legal entities. We are also prepared to assist the client in obtaining an attorney to draft these documents if the client so wishes.
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.