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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 as a wealth management solution to high-net-worth clients, yet simple enough to seamlessly integrate into an advisor’s practice.   The minimum account size for Personal Wealth Portfolios is $250,000.

Personal Wealth Portfolios Overview

Personal Wealth Portfolios delivers separately managed accounts, mutual funds and exchange-traded products in a single, easy-to-implement account. The result is one statement and consolidated performance report for your clients, in addition to one all-inclusive fee.

At the core of the Personal Wealth Portfolios is sophisticated overlay portfolio management, which provides access to benefits such as tax harvesting, overlap analysis, rebalancing and securities customization.

Personal Wealth Portfolios offers a process oriented approach to aligning high-net-worth clients’ unique investment goals with their customized portfolio. The process includes:

  • Access to institutional money managers, automatic rebalancing and overlay portfolio management services
  • Mutual funds and exchange traded products offer your clients broad diversification and convenience
  • Choose from conservative, moderate and aggressive managers in multiple asset classes in standard models and the option to include mid caps, core options and alternative investments
  • LPL Financial Research has chosen up to three industry-leading separate account, mutual fund managers or exchange traded products per asset class; you select one manager per asset class for each client account