Model Wealth Portfolios
Theme-based portfolios thoughtfully constructed by industry-leading strategists
Model Wealth Portfolios is a professionally managed mutual fund and exchange-traded fund (“ETF”) asset allocation program that can help you realize your goals through an innovative asset management strategy. It provides a disciplined investment process backed by expert resources all orchestrated by your Equitable Advisors financial professional on your behalf.
Model Wealth Portfolios (MWP) are built around a process to specifically meet your changing investment needs as your lifestyle and future goals evolve.
Theme-based investment models allow you to focus your strategy on what is most important for you, such as retirement income, protecting your wealth in a down market, minimizing taxes, trying to capture excess returns and more.
The theme-based portfolios are thoughtfully constructed by industry-leading strategists. From the asset allocation models, to the selection and combination of mutual fund managers, each portfolio is specifically designed to address the objectives of your investment theme.
With the assistance of your financial professional, you can select an investment strategy that meets your unique financial situation.
Key features and benefits
Your financial professional focuses significant energy and resources around creating and maintaining the right investment strategy for you that is:
- Designed to address your specific goals
- Managed by expert strategists and overlay portfolio managers
- Diversified by asset type and mutual fund manager
- Rebalanced regularly
- Integrated with tax management services
- Monitored against defined standards and performance indices
Please consider the charges, risks, expenses, and investment objectives carefully before purchasing a mutual fund. For a prospectus containing this and other information, please contact a financial professional. Read it carefully before you invest or send money.
Equitable Advisors and LPL Financial do not provide legal or tax advice. Please review LPL Financial's Program Form and Equitable Advisors' Form ADV Part II carefully prior to investing.
Investments in the Model Wealth Portfolios are subject to market risk, will fluctuate and may lose value.
Diversification and rebalancing do not guarantee a profit or protect against loss in a declining market.
Please be advised that this Web page is not intended as legal or tax advice. Accordingly, any tax information provided on this Web page is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transaction(s) or matter(s) addressed and you should seek advice based on your particular circumstances from an independent tax advisor.