Large Capitalization Value Equities
Established companies with a market capitalization that exceeds $5 billion. These companies typically have a higher than average dividend rate and a slower than average earnings growth rate.
Large Capitalization Growth Equities
Established companies with a market capitalization that exceeds $5 billion. These companies typically have a lower than average dividend rate and a faster than average earnings growth rate.
Small Capitalization Value Equities
Newer companies with a market capitalization less than $2 billion. These companies typically do not pay dividends and have a slower than average earnings growth rate.
Small Capitalization Growth Equities
Newer companies with a market capitalization less than $2 billion. These companies typically do not pay dividends and have a faster than average earnings growth rate.
The prices of small company stocks are generally more volatile than those of large company stocks.
Medium Capitalization Equities
These are companies that fall in the middle with a market capitalization between $2 billion and $5 billion. These companies typically have traits of both growth and value.
REIT's
Securities issued by a Real Estate Investment Trust. REIT's must pass 95% of their trust income back through to their shareholders.
International Equities
Established international companies with market capitalization in excess of $5 billion.
International investing involves special risks such as currency fluctuation and political instability.
Emerging Market Equities
International companies with less than $1 billion in market capitalization
Advisory Services, Asset Management and Securities Offered Through LPL Financial, member FINRA/SIPC
