Personal Wealth Portfolios
A sophisticated yet simple approach to providing customized investment strategies
Personal Wealth Portfolios is a unified managed account program in which your Equitable Advisors financial professional works with you to construct a portfolio based on the disciplines of asset allocation and diversification.
Your investment can be further customized with access to both well-known separately managed account managers and mutual funds – within one account.
The LPL Financial Research department provides research and recommendations, enabling your Equitable Advisors financial professional to provide you with confident and informed guidance.
Equitable Advisors LLC is proud to offer the world-class products and services of LPL Financial. LPL Financial is one of the nation’s leading financial services companies and a leading independent broker/dealer.
The Personal Wealth Portfolios offer a powerful combination of both separately managed account managers, mutual funds, and Exchange-Traded Funds (ETFs), allowing you to diversify and customize your portfolio to meet your financial objectives. The LPL Financial Research department provides research and recommendations, enabling your Equitable Advisors financial professional to provide you with confident and informed guidance.
Sophisticated portfolio features
From tailored tax management strategies to automatic rebalancing, you and your Equitable Advisors financial professional have access to portfolio management features that help keep your investments on track. It is important to understand that diversification, rebalancing and asset allocation do not guarantee a profit or protect against a loss in a declining market.
As a result of the market fluctuations of one asset class versus another over a given period, all portfolios drift over time from their original asset allocation. Rebalancing is an essential component of any comprehensive investment strategy and will help you avoid undue shifts in your portfolio due to financial market trends. Your portfolio will be rebalanced annually across all separately managed account, mutual fund and ETF holdings. This means that you can rest assured your customized asset allocation remains in place and that your investment program stays on target with your financial objectives.
Please consider the charges, risks, expenses, and investment objectives carefully before purchasing a mutual fund or exchange-traded fund. For a prospectus containing this and other information, please contact a Financial Professional. Read it carefully before you invest or send money.
Depending on the portfolio size or the frequency of securities transactions, investors should evaluate whether the separately managed account services within the Personal Wealth Portfolios are suitable.