LPL Research

LPL Financial houses one of the largest independent research teams in the industry. With their team of experienced analysts, strategists, and investment specialists, they can deliver objective advice and offers us:

Asset Allocation Assistance
Manager Research on Money Managers
Portfolio Management Models
Sustainable Investing Study Groups

LPL Research also delivers award-winning, insightful commentary, timely market and economic insights, and exceptional customer service to answer any wealth management questions.

Below is a list of helpful documents provided by the LPL Research Team.

Weekly Market Commentary(Updated Weekly)
Global Portfolio Strategy (Updated Monthly)
Market Outlook (Updated Yearly)
Midyear Outlook (Updated Yearly)
Market Insight Quarterly (Updated Quarterly)