Strategic Asset Management

What is SAM?

Strategic Asset Management (SAM) is a comprehensive, open-architecture, fee-based investment platform created to help LPL Financial advisors deliver highly customized advice and exceptional service to their clients. The platform provides a foundation to help advisors develop a successful relationship by thoroughly understanding your long-term financial goals and offering flexible strategies to help achieve them. With those goals in mind, you and your advisor have the flexibility to choose from more than 8,000 mutual funds from 450 fund families, individual stocks and bonds, closed-end funds (CEFs), exchange-traded funds (ETFs), unit investment trusts (UITs), strategies, several fee-based variable annuities, and certain alternative investments to build your portfolio. LPL Financial Research assists your advisor in the SAM portfolio construction process in two ways: asset allocation and manager recommendations.

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