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Fortitude Private Wealth

Independent Financial Research Powered by LPL Financial

Portfolio Compass BlogLPL Research provides Fortitude Private Wealth with unbiased timely advice, in-depth performance reporting and analytics, and detailed commentary to support our decision making process for our clients. LPL Financial is an independent, objective resource that receives no compensation from internal asset management or investment banking services. This objectivity means that they help Fortitude Private Wealth select the best investment options for our clients in an unbiased environment.

The Portfolio Compass, a biweekly publication, provides a snapshot of LPL Financial Research’s views on the following asset classes:

  • Equities
  • Fixed Income
  • Alternative Investments

It illustrates the current views of LPL Financial and will change as needed over a 3-12 month time horizon.

To regularly review the LPL Research Portfolio Compass, click on the red ‘Latest Research’ button located on the right-hand side of the Fortitude Private Wealth website.

About Josh Zorger

Joshua D. Zorger is the founder of Fortitude Private Wealth and has more than 10 years of experience in the wealth management industry. In addition to holding the FINRA Series 7 and 66 securities registrations through LPL Financial, Joshua is a CERTIFIED FINANCIAL PLANNERâ„¢ practitioner.

Categories: Blog

LPL Financial Certified Financial Planner Fortitude Private Wealth
600 E Carmel Drive, Ste #159
Carmel, IN 46032
Phone: 317-819-8550

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Level Four Advisory Services, LLC, a registered investment advisor and separate entity from LPL Finanical.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, IL, IN, OH, & WV.
Fortitude Private Wealth, Level Four Advisory Services, LLC and LPL Financial are separate entities.
*No strategy assures success or protects against loss. Investing involves risk including loss of principal.