Model Wealth Portfolios
Key features and benefits
Your financial professional focuses significant energy and resources around assisting you as you create and maintain an appropriate 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
- In accordance with your tax considerations
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.