Investment Advisory Services

Asset Allocation

Utilizing the resources of the LPL Financial Research team, GenWealth offers investment portfolios that reflect not only your financial needs, but also your attitudes toward risk, savings, and wealth. Asset allocation is important because, when investing in multiple asset classes, your portfolio may perform more consistently over time and it may minimize the risk of under-performance. Through the resources of LPL, we have over 200 portfolio models to consider in creating your investment plan. Find out more about LPL Research, click here to view the LPL Research brochure in PDF format.

Portfolio Management

Through a proprietary 5-step manager selection and due diligence process, LPL research conducts in-depth, comprehensive analysis in order to identify the most attractive products and managers. This diligent investment process translates into sophisticated, quality advice and tools that GenWealth can leverage to assist in building and managing the investment portfolios designed for your unique financial goals.

Risk Management

Limiting losses in a volatile market is advantageous to any portfolio. Through a number of techniques available on our advisory and brokerage platforms, GenWealth seeks to reduce risk to our clients. Lower volatility equates to a sustainable portfolio, especially during the time you are withdrawing funds from your retirement accounts.