Research

Comprehensive Wealth Management/LPL Research Team
14 CFAs/CFPs, 17 Masters Degrees

                                                                                 
Through our affiliation with LPL Financial Services, Comprehensive Wealth Management is backed by the largest in-house research team of any independent broker/dealer.  The breadth of LPL Financial research coverage reflects a focus on meeting individual investor' needs.

LPL Financial Managing Director and Chief Investment Officer Burt White

Burt White serves as the firm's chief investment officer. Burt's primary role is to provide the strategic guidance for the Research Department. The role includes setting the vision and assuring integrity for the firm's pursuit of  conflict-free, objective investment advice. He directs a team of analysts and investment professionals, providing in-depth research on the global economy and markets, portfolio optimization, mutual funds, separate accounts, fixed income, alternative investment strategies and portfolio construction.

LPL Financial Chief Market Strategist Jeffrey Kleintop

In his role as chief market strategist, Jeff leads the development and articulation of market and investment strategies for LPL Financial Research, leveraging his expertise in the analysis of global financial markets and asset allocation strategy. Jeff has been cited by The Wall Street Journal as one of "Wall Street's Best and Brightest" and is known for his keen market insights. He is the author of the popular investment book, Market Evolution: How to Profit in Today's Changing Financial Markets, published in May 2006.

 LPL Financial has no proprietary products to sell, no investment banking relationships to promote, nor any other business conflicts to get in the way of providing unbiased recommendations. 

LPL Investment Research provides macro and quantitative analysis of markets and sector trends.  The core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

The Reseach Analytics Strategy Group gathers market data, key economic variables as well as other fundamental information to build 10-year projections of risk and returns for a variety of asset classes, the Investment Strategy Group produces a series of strategic portfolios for a wide spectrum of risk levels.

The Investment Strategy Group formulates an economic outlook and suggests tactical positions on equity, credit, currency and alternative asset classes based on key market indicators gathered by the Economics Research team as well as the best insights from LPL Financial and top-party analysis.

Whether your goals include opportunistic investments, yield-enhanced instruments, or risk-averse strategies, LPL Financial specialists are responsive to the complex wealth challenges of affluent individuals and sophisticated investors.