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Name. Title. Business Company Name. Marketing Slogan (optional). Phone #. Alt. Phone #. E-mail address. Website. Insert Compliance-approved disclosure. Insert logo here. - PowerPoint PPT PresentationTRANSCRIPT
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LPL Financial is the largest independent broker/dealer in the nation, as reported by Financial Planning magazine, June 1998–2010, based on total revenue.
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Biased Research
The Value of Focused, Independent Research
The Value of Focused, Independent Research• No proprietary funds or banking activities
The Value of Focused, Independent Research• No proprietary funds or banking activities• We act solely in the best interest of our clients
The Value of Focused, Independent Research• No proprietary funds or banking activities• We act solely in the best interest of our clients• A mission we share with LPL Financial Research
LPL Financial Research: • In-house expertise• Institutional-quality portfolio
manager due diligence• Passion to perform
Research Expertise:• Nearly 30 strategists, research analysts and analytics specialists
Research Expertise:• Nearly 30 strategists, research analysts and analytics specialists• Timely commentaries on the global economy and capital markets
Research Expertise:• Nearly 30 strategists, research analysts and analytics specialists• Timely commentaries on the global economy and capital markets• Customized analysis for large DB plan clients
Portfolio Manager Due Diligence:• Thousands of funds
Portfolio Manager Due Diligence:• Thousands of funds• Optimal solutions• Seek better-than-benchmark returns
Passion to Perform
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