LPL Financial has announced that LPL Research has launched a new suite of Building Block Model Portfolios, expanding its model portfolio platform to more than 70 offerings. Designed to provide advisers with greater flexibility in portfolio construction, the new models can be combined to create customized investment solutions tailored to a broad range of client objectives. The launch reflects LPL Research’s continued investment in portfolio innovation and comes as its model portfolio platform surpassed $100 billion in assets under management (AUM).
LPL Research has introduced 17 Building Block Model Portfolios designed to provide advisors with greater portfolio construction flexibility. The new models include single-asset mutual fund, exchange traded fund (ETF) and separately managed account (SMA) strategies across equities, fixed income and alternatives.
The models can be used independently or combined within unified managed account (UMA) structures, enabling adviser
