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Personal Wealth Portfolios

The Personal Wealth Portfolios (PWP) platform is designed for advisors who are interested in capturing more assets from clients in the high-net-worth marketplace. This innovative investment platform is comprehensive enough to market to high-net-worth clients, yet simple enough to seamlessly integrate into an advisor’s practice.

  • PWP offers a convenient, one account, one contract and one solution approach for using a combination of separate accounts and mutual funds, or just separate accounts
  • Sophisticated and efficient platform provides access to institutional money managers, automatic rebalancing and overlay portfolio management services
  • Separate accounts include the benefits associated with direct ownership of securities, such as tax management and stock screening capabilities
  • Mutual funds offer your clients broad diversification and convenience
  • Choose from conservative, moderate and aggressive managers in multiple asset classes and the opportunity to tilt the performance for a growth, value or U.S. focus
  • LPL Financial has chosen up to three industry-leading separate account or mutual fund managers per asset class; you select one manager per asset class for each client’s account
  • Fixed-income separate accounts can be used in the more conservative asset allocation models below $1,000,000 and for all models above $1,000,000