Manager of the ACGM Total Portfolio Solutions Suite™ Announces Its Availability via LPL Financial's Manager Access Network (MAN)
Rarely Has a Hybrid RIA Made Its Proprietary Portfolio Strategies Available to Other RIAs/FAs
"We're very eager to share our proprietary portfolio strategies with our RIA and independent financial advisor colleagues throughout LPL's network," Illán said. "These are the same investment offerings that have been the foundation to our firm's own direct retail asset gathering growth and retention success rates. Sharing intellectual capital with colleagues has been at the core of our firm's values since establishing the practice in 2005. This is the logical next step."
About AWAIM®
An independent review of the ACGM Total Portfolio Solutions Suite composites since inception has been conducted and found that AWAIM appropriately and accurately calculated the performance in all material respects. To request the latest portfolio strategy Fact Sheets, please contact your Investment Advisor Representative. Consult with your financial advisor to determine the most appropriate portfolio strategy for your specific goals, objectives, and risk tolerance.
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