Clear Creek Investment Services, Inc. Offers Access to a New Socially Responsible Investment Platform
Colorado-based Clear Creek Investment Services is excited to offer investor's access to the LPL Financial's Socially Responsible Model Wealth Portfolio. This new portfolio offers investors a centrally managed fee-based platform and provides the framework to deliver a customized theme based portfolio that is constructed by an objective research team and invested in mutual fund managers who are experts in their respective asset classes.
Denver, CO, April 17, 2008 --(PR.com)-- The new Socially Responsible Model Wealth portfolio benefits from state-of-the-art technological monitoring, rebalancing, and tax management services implemented by the LPL Financial's Overlay Portfolio Management Group.
“The team at Clear Creek Investment Services has done extensive research on the topic of socially responsible investing, and we believe that LPL Financial has created the optimal platform to help meet the needs of the serious socially responsible investor,” said Quinn Martinez, owner of Clear Creek Investment Services and LPL Registered Principal. “With the new Model Wealth Portfolios you can leverage the expertise and resources of LPL Financial's Research. The LPL team has 30 members and uses a diligent process for designing the asset allocation and portfolio construction framework of the models. LPL also selects the optimal combinations of mutual funds that meet the criteria for specific themes, which can be an overwhelming and time consuming task.”
The new Socially Responsible Model Wealth Portfolio offered through LPL Financial is unique in its ease-of-use and sophistication (the funds selected for the portfolios are classified as socially responsible by either Morningstar or the fund’s prospectus).
The "green investor" will appreciate the fact that their investment portfolio is environmentally friendly and time friendly, because going green should not mean giving up all your free time.
About Clear Creek Investment Services:
Clear Creek Investment Services is committed to providing unbiased, customized investment strategies to help build, protect, and transfer wealth. As independent investment advisors, their advice is not influenced by sales quotas, company directives, or proprietary investment products. Their sole purpose is to help individuals, families, and small businesses with their long term dreams and goals.
About LPL Financial:
LPL Financial is the nation’s largest independent broker/dealer (as reported in Financial Planning Magazine, June 1996-2007, based on total revenue). Headquartered in Boston, San Diego, and Charlotte, LPL Financial and its affiliates offer non-proprietary investment products, unbiased research and wealth management services through 11,000 financial advisors and 800 financial institutions nationwide. LPL financial advisors manage assets totaling more than $235 billion for their clients. For additional information about LPL Financial, visit www.lpl.com Member FINRA/SIPC.
Securities and Advisory Services offered through LPL Financial, Member FINRA/SIPC.
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“The team at Clear Creek Investment Services has done extensive research on the topic of socially responsible investing, and we believe that LPL Financial has created the optimal platform to help meet the needs of the serious socially responsible investor,” said Quinn Martinez, owner of Clear Creek Investment Services and LPL Registered Principal. “With the new Model Wealth Portfolios you can leverage the expertise and resources of LPL Financial's Research. The LPL team has 30 members and uses a diligent process for designing the asset allocation and portfolio construction framework of the models. LPL also selects the optimal combinations of mutual funds that meet the criteria for specific themes, which can be an overwhelming and time consuming task.”
The new Socially Responsible Model Wealth Portfolio offered through LPL Financial is unique in its ease-of-use and sophistication (the funds selected for the portfolios are classified as socially responsible by either Morningstar or the fund’s prospectus).
The "green investor" will appreciate the fact that their investment portfolio is environmentally friendly and time friendly, because going green should not mean giving up all your free time.
About Clear Creek Investment Services:
Clear Creek Investment Services is committed to providing unbiased, customized investment strategies to help build, protect, and transfer wealth. As independent investment advisors, their advice is not influenced by sales quotas, company directives, or proprietary investment products. Their sole purpose is to help individuals, families, and small businesses with their long term dreams and goals.
About LPL Financial:
LPL Financial is the nation’s largest independent broker/dealer (as reported in Financial Planning Magazine, June 1996-2007, based on total revenue). Headquartered in Boston, San Diego, and Charlotte, LPL Financial and its affiliates offer non-proprietary investment products, unbiased research and wealth management services through 11,000 financial advisors and 800 financial institutions nationwide. LPL financial advisors manage assets totaling more than $235 billion for their clients. For additional information about LPL Financial, visit www.lpl.com Member FINRA/SIPC.
Securities and Advisory Services offered through LPL Financial, Member FINRA/SIPC.
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Contact
Clear Creek Investment Services, Inc.
Quinn A. Martinez
(720) 231-7941
www.clearcreekinvestments.com
Quinn A. Martinez
(720) 231-7941
www.clearcreekinvestments.com
Contact
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