Through LPL Financial
Focused on Meeting Client Needs through Theme-Based Investing
With Model Wealth Portfolios, you can leverage the expertise and resources of LPL Financial Research and portfolio strategists including AlphaSimplex Group, BlackRock, Cougar Global Investments, J.P. Morgan Asset Management, Morningstar Investment Services and Quantitative Advantage.
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 may benefit from the combination of professionally designed asset allocation strategies.
Model Wealth Portfolios offers a process-oriented approach to aligning your unique investment goals with a customized portfolio. The process includes:
- Portfolio construction—building your model
- Implementation by the Overlay Portfolio Management Group
- Ongoing account monitoring
- Regular rebalancing
- Tax management services
In Model Wealth Portfolios, you will benefit from the simplicity of having one account, one set of paperwork, one fee and one report.
What type of investor are you? Find out with our Investment Profile Questionnaire.
Learn more about our MWP models with the following links:
View samples of our MWP Models and Strategies:
View our MWP Brochure:
Here is our Client Agreement form: