LSA Portfolio Revisions

LSA will be making changes to all of our models over the next two weeks. The Mutual Fund and ETF portfolios will be traded this week (Jan 8th/9th, details below) and the VA/VUL revisions will post and trade the week of the January 12th.

Many of the revisions have already been posted online, please make sure to go to the LSA website and login with your access codes to view the specifics.

Please find the information for portfolios to post and dates of revisions below.

** TRADE DATE SCHEDULED FOR Thursday, January 8th, 2015! **

Private Client
PC Traditional
PC Blended
Bear Market Entry
Cautious Bear Plus
ETF Strategic
ETF Tactical
PC L100K
PC Tax Efficient
Schwab NTF

** TRADE DATE SCHEDULED FOR Friday, January 9th, 2015! **

To be Posted on Tuesday (January 6th):
American Funds
Socially Responsible

If you have any questions please feel free to contact us at or call us at 866-581-5724.

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