LSA Portfolio Revisions Announcement

LSA Portfolio Revisions!

LSA will be making model portfolio revisions over the next two weeks.  These revisions will be spilt up in two rounds.  Below is a list of all round one models that are scheduled to trade October 16, 2015.  All revisions for these models will be posted today and will be ready to view by the end of the day on October 8th.

*As a reminder, the Revision Explanation Presentation/Video will be posted on Friday October 9th.  We will be sending out another email confirming that all content has posted.

** TRADE DATE SCHEDULED FOR – October 16, 2015! ** 

Round One LSA Revised Models:

  1. Private Client (Inclusive of NTF Models), Schwab NTF, Fidelity NTF, TDA NTF
  2. Private Client Traditional (Inclusive of NTF Models), Schwab NTF, Fidelity NTF, TDA NTF
  3.  Private Client Tax Efficient (Inclusive of NTF Models)
  4. Private Client L100K (Inclusive of NTF Models)
  5. Private Client Blended (Inclusive of NTF Models)
  6. Bear Market Entry, Cautious Bear Plus, Income Strategy
  7. ETF (Inclusive of NTF Models)
  8. ETF Tactical
  9.  Direct Fund Company Models (American Funds, Fidelity, Vanguard, DFA, SRI)



Round Two LSA Revised Models: this will include all VA/VUL model portfolios and will begin to post Monday October 12th.  Trade date will be targeted for October 24th.


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

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