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Model Wealth Portfolios

Focused on meeting client needs through theme-based investing
Model Wealth Portfolios (MWP), a centrally managed fee-based platform available through LPL Financial, provides the framework to deliver customized portfolios constructed by an objective research team and invested in mutual fund managers who are experts in their respective asset classes.  The portfolios also benefit from state-of-the-art technological monitoring, rebalancing and tax management services implemented by the LPL Financial Overlay Portfolio Management Group.

Overview:
With Model Wealth Portfolios, you can leverage the expertise and resources of LPL Financial Research. Their 30 member team uses a diligent process for designing the asset allocation and portfolio construction framework of the models. They also select optimal combinations of mutual funds that meet their criteria for specific investment themes.

LPL Financial Research creates theme-based portfolios for a broad range of investor preferences, from income-producing portfolios to more aggressive wealth-building portfolios. Each portfolio benefits from the combination of asset allocation strategies and rigorous fund selection ensuring that the portfolio is positioned to benefit from both historical patterns and short-term opportunities. Special emphasis is placed on the risk-reward characteristics of the investments.

The Overlay Portfolio Management Group provides the added value of ensuring that your client is always invested in the most current recommended model for the investment objective and themes you have identified.

Model Wealth Portfolios offers a process-oriented approach to aligning your client's unique investment goals with their customized portfolio. The process includes:

      • Developing asset allocation
      • Selecting mutual fund managers
      • Portfolio construction-selecting investment theme
      • Choosing asset class strategy
      • Implementation by the Overlay Portfolio Management Group
      • Ongoing account monitoring and implementation of mutual fund manager changes
      • Implementation of rebalancing across asset classes and mutual fund managers
      • Tax management services

Model Wealth Portfolios Steps Chart

Leverage the network of LPL Financial Research professionals to monitor and review mutual fund managers, make asset allocation shifts to respond to market conditions and implement tax management strategies. You and your clients will benefit from the simplicity of having one account, one set of paperwork, one fee and one report.