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Portfolio Management

Your portfolio is customized and constructed with careful consideration of your specific goals and personal risk tolerance.  This includes planning for generation of retirement income, helping protect against downside market risk, and in many cases planning to grow assets for future generations.  We utilize the latest technology in implementing solutions, including mutual funds, ETFs, active as well as passive strategies to help pursue your goals, and we also incorporate LPL's considerable economic and asset-class research into our process.  The result is an approach to construct a broadly diversified portfolio to help achieve your goals with a keen eye on managing and reducing risk.