Personal Wealth Portfolios
Personal Wealth Portfolios (PWP) is a centrally managed, fee-based platform available
through our partnership with LPL Financial. PWP provides the framework for us to
deliver sophisticated investment strategies for our high-net-worth clients in an efficient
way. The portfolios benefit from the expertise and resources of LPL Financial Research,
which constructs asset allocation models, selects quality managers, and provides ongoing due
diligence and monitoring. The Overlay Portfolio Management Group monitors, rebalances and
manages tax services to ensure the portfolios remain in line with the chosen investment
strategy. PWP delivers separately managed accounts, mutual funds and exchange-traded
portfolios in a single, easy-to-implement account. The result is one statement and
consolidated performance report for our clients, in addition to one all-inclusive fee.
PWP is designed for clients who:
- Are interested in diversifying assets by style and asset class.
- Want access to industry-leading separate accounts, mutual funds and exchange-traded
portfolios in the same account.
- Require sophisticated portfolio management capabilities, including securities customization,
tax harvesting and rebalancing.