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Model Wealth Portfolios

Focused on meeting your needs through Theme-Based Investing

MWP offers a centrally managed fee-based platform available through LPL Financial. MWP provides access to portfolios constructed by LPL Financial Research and other portfolio strategists. Investment choices include mutual funds and exchange-traded products (ETPs). The portfolios benefit from ongoing monitoring, rebalancing* and tax management services implemented by the LPL Financial Overlay Portfolio


With Model Wealth Portfolios, you can leverage the expertise and resources of LPL Financial Research and portfolio strategists.

Model Wealth Portfolios offers theme-based investment portfolios for a broad range of investor preferences, from income- focused portfolios to more aggressive wealth building portfolios. Each portfolio benefits from the combination of professionally designed asset allocation strategies and disciplined mutual fund and ETF selections.

The Overlay Portfolio Management Group provides the added value of ensuring that you are always invested in the most current recommended model for the investment objective and theme you have identified.

Model Wealth Portfolios offers a process-oriented approach to aligning your unique investment goals with your customized portfolio. This process includes:

  • Portfolio  Construction-selecting investment theme
  • Choosing  your  investment  strategist  and  investment  vehicle
  • Implementation  by  the  Overlay  Portfolio  Management  Group
  • Ongoing  account  monitoring
  • Regular  rebalancing to the target allocation for the model portfolio
  • Tax  management  services

Downloadable PDFs:

Focus on Your Future 2012 Brochure2012 Financial Outlook

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