Model Wealth Portfolios
Model Wealth Portfolios (MWP) is a centrally managed investment platform available through
our partnership with LPL Financial's Advisory Consulting Services. MWP provides
our clients with access to portfolios constructed by LPL Financial Research and other
strategists. Investment choices include mutual funds and exchange-traded portfolios
(ETP's). Your portfolio benefits from ongoing monitoring, rebalancing* and
tax management services implemented by the LPL Financial Overlay Portfolio Management
Model Wealth Portfolios offers a process-oriented approach to aligning your unique
investment goals with a customized portfolio.
The process includes:
- Portfolio construction - building your model.
- Implementation by the Overlay Portfolio Management Group.
- Ongoing account monitoring.
- Regular rebalancing.
- Tax management services.
In MWP, you will benefit from the simplicity of having one account,
one set of paperwork, one fee and one report.
*Rebalancing may cause tax consequences.