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 help provide you with confident and informed guidance.

Equitable Advisors LLC (Equitable Financial Advisors in MI & TN) 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. 

Broader diversification

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 help you meet your financial objectives. The LPL Financial Research department provides research, enabling your Equitable Advisors financial professional to help provide you with 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 you 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.

Automatic rebalancing 

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 your portfolio is designed to help keep your customized asset allocation in place as well as helping to keep your investment program on target with your financial objectives.

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.

Investments in the Personal Wealth Portfolios program are subject to market risk, will fluctuate and may lose value. Equitable Advisors, LLC, member FINRA/SIPC, (Equitable Financial Advisors in MI & 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.

Securities offered by duly-registered representatives of Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered by duly-registered investment advisor representatives of Equitable Advisors, LLC, an SEC-registered investment advisor.

Brokerage and investment advisory account investments are subject to market risk including loss of principal. Please consider the charges, risks, expenses, and investment objectives carefully before purchasing a mutual fund. For prospectus containing this and other information, please contact a financial professional. Read it carefully before you invest or send money. Equitable Advisors and its affiliates and associates do not provide tax or legal advice.
GE-4861660.1 (08/2022) (Exp. 08/2024)