LSA Portfolio Revisions

LSA will be making model portfolio revisions today.  Below is a list of all round one models that are scheduled to trade October 16, 2015.  All revisions for these models been posted online.

*As a reminder, the Revision Explanation Presentation/Video is posed in the “News & Announcements,” section.

** 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, Vanguard)


Round Two LSA Revised Models: this will include all VA/VUL model portfolios and will continue to post over the coming days. Trade date will be targeted for October 26th.


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



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