Transparency is woven into the fabric of everything we do. Information about our investment philosophy, process and fee structure is freely available, as are performance data for your portfolio. We share the underlying rationale for our recommendations, as well as your other options. There are no “black boxes,” and we strive to make our regular reporting clear, straightforward and easy to understand.
In addition to routine reports and our client portal, you’ll find that we frequently share market observations, analysis and insights through our own client communications. We hold client events to encourage discussion and dialogue, and we love to hear from clients whenever they want to talk or have a question.
We practice information sharing and open communication because we believe that informed clients are essential to effective relationships and long-term financial success.
LPL Financial is an independent custodian of assets that is responsible for the accounting, fee billing, and custody of assets.