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Asset Management

Work toward increasing the value of your assets with Strategic Asset Management (SAM), the time-tested and fee-based investment management program created by LPL Financial.

 
 

For most people, the core of any successful approach to investing is the strategic allocation of their assets. SAM is a time-tested approach that allows your portfolio to participate in a variety of market sectors, while reducing its overall volatility.
 
Each portfolio is individually crafted and designed to achieve an optimal blend of investments tailored to your personal goals, time horizon, and risk profile. The process encompasses setting investment objectives, establishing weightings for various asset classes, choosing specific investments and making adjustments as circumstances dictate.

Additional Benefits & Features

Fee-Based Guidance
Fee-based asset management allows you and your financial advisor to share a common goal - to grow the value of your assets
 
Independent Research
Your financial advisor is supported by one of the largest independent research organizations in the industry. With access to timely, detailed information, computer-modeling tools and market intelligence, your advisor makes informed decisions on your behalf.
 
Customization
Regardless of your objectives, your portfolio will be constructed to reflect your personal goals, time horizon and risk parameters, as well as other considerations. Your financial advisor will formulate an asset allocation plan based on the combined performance attributes of the individual asset classes.
 
Ongoing Management
Your portfolio will be reviewed on a periodic basis, and adjusted when needed, to help maintain the optimal allocation of your investments.
 
Simplicity
One account. One statement. One fee. SAM allows you to have all your investments under one roof, making it easy to monitor, manage, and make changes to your portfolio when necessary. Quarterly performance reports provide clear, concise information about your investments.

 

Terms & Conditions

Financial Consultants are registered with and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. North Island Credit Union and the Investment Department at North Island Credit Union are not registered broker dealers, nor are they affiliated with LPL Financial. Representatives are employees of North Island Credit Union and registered through LPL Financial. North Island Credit Union CA Insurance license #0719223.

Not NCUA InsuredNo Credit Union GuaranteeMay Lose Value

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Florida, Georgia, Idaho, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington.