Due Diligence Strategy
Meet the LPL Financial Research Team
The markets change quickly and we need to ensure our recommendations are poised to keep up with those changes. We are experienced analysts whose main responsibility is to recommend, monitor and, if necessary, remove money managers that your advisor may use as part of your portfolio. Our goal is to identify above-average investment opportunities positioned to outperform, conduct ongoing and thorough due diligence, while providing quality recommendations with complete transparency.