Model Wealth Portfolios

Model Wealth Portfolios is an investment platform that offers Portfolios from a variety of professional money managers, each of whom provides a specialized philosophy, process, and market outlook. These money managers follow well-defined, repeatable processes for building and managing portfolios. Some of these managers are institutional strategists who build portfolios for large foundations or endowment funds. In many cases, individual investors can access these strategies only by investing millions of dollars. With MWP, you get access to these institutional strategists by investing as little as $10,000.

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.

Equitable Advisors, LLC, member FINRA/SIPC (Equitable Financial Advisors in MI and TN) serves as the introducing broker/dealer and LPL Financial, member FINRA/SIPC, serves as the clearing broker/dealer for brokerage accounts. Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) serves as an investment advisor and LPL Financial serves as the principal sponsor, an investment advisor and the broker/dealer for the LPL Financial investment advisory programs offered through Equitable Advisors' financial professionals. Equitable Advisors financial professionals offer investment advisory products and services through Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) an investment advisor registered with the SEC. To access the LPL Financial Privacy Policy, which outlines how information is collected and used and provides the measures LPL Financial takes to safeguard that information, click here. Equitable Advisors and its financial professionals are not affiliated with LPL Financial. Equitable Financial Life Insurance Company (Equitable Financial) New York, NY, is an affiliate of Equitable Advisors, LLC (Equitable Financial Advisors in MI and TN).

GE-4862616.1 (08/2022) (Exp. 08/2024)