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