Investment Products and Services |
Manager Select
Access to the Nation's Leading Money Managers
Truly Customized Portfolio Construction
A Management Team Working for You
- Key Features
- Next Steps
AXA Advisors LLC is proud to offer world-class products and services of LPL Financial—one of the leading diversified financial services companies and one of the largest independent broker/dealers in the nation. LPL Financial provides industry expertise, independent research, and world-class investment products and platforms to financial advisors.
World-Class Money Management |
A comprehensive investment solution, Manager Select provides access to the nation’s leading institutional money managers – expertise that is usually unavailable without high account minimums. You’ll enjoy a full range of consulting, advisory and management services for a fixed annual fee, on par with – and often less than – the costs of other investment options. |
Management Team Approach |
Manager Select combines several investment services into a custom-tailored wealth management platform including investment planning, strategy development, manager selection, portfolio construction, ongoing management and monitoring, trade execution and performance measurement. You benefit from a personally crafted portfolio of individual securities that is separately managed by professional, institutional money managers. Your team of seasoned investment professionals, led by your AXA Advisors Financial Professional, is guided by your unique circumstances and objectives. |
A Consultative Process |
Manager Select enables you to take advantage of a time-tested approach to defining goals and constructing portfolios. The result is an optimal blend of stocks, bonds and/or cash equivalents suited to your personal goals, time horizon and risk profile. Your account is individually crafted and involves:
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Rebalancing |
Over time, various components of a portfolio can grow at different rates, throwing off the target asset allocation. Your portfolio will be rebalanced by professional money managers to help maintain the optimal allocation of your investments. |
Tax Control |
Because your account is individually managed, you and your AXA Advisors Financial Professional can make strategic planning decisions to help minimize adverse tax consequences. |
Detailed Performance Reporting |
A detailed performance report is delivered to you and your AXA Advisors Financial Professional on a quarterly basis. This report includes a summary of the performance of your overall portfolio, as well as each asset component, for the quarter and longer trailing periods, as well as a breakdown of realized gains and losses over the most recent quarter. |
Depending on the portfolio size or the frequency of securities transactions, investors should evaluate whether the separately managed account services within Manager Select are suitable.
AXA Advisors and LPL Financial do not provide legal or tax advice. Please review LPL Financial’s Form ADV Schedule H (“Brochure”) prior to investing.
LPL Financial serves as the principal sponsor, an investment advisor and the broker/dealer, and AXA Advisors, LLC serves as an investment advisor for the LPL Financial investment advisory programs offered through AXA Advisors’ Financial Professionals. Brokerage accounts offered through AXA Advisors, LLC, member FINRA, SIPC, clearing through LPL Financial, member FINRA, SIPC. AXA Advisors and its Financial Professionals are not affiliated with LPL Financial. AXA Equitable Life Insurance Company (AXA Equitable) New York, NY, is an affiliate of AXA Advisors, LLC.
Investments in the Manager Select program are subject to market risk, will fluctuate and may lose value.
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Variable Investment Options
Growth Potential
Our variable investment options offer the opportunity to direct how your annuity contributions or life insurance premium payments are invested among a wide array of stock, bond, international and money market investment options.
This access provides an opportunity for growth of your account value. Please keep in mind that variable investment options are subject to fluctuations in value and market risk, including loss of principal.
Quality
Evaluating investment options has never been easy. And in today’s investment environment, where investors have literally thousands of choices, you need an objective and expert guide.
Through a multiple-step selection process, we systematically narrow the universe of money management firms to identify money managers that are best suited to meet specific investment goals.
Many of our money managers are household names you’re sure to recognize. Others are better known among large institutional investors.
Choice
Our variable investment option platform is designed to help meet the needs of a wide variety of investors, while being responsive to an ever-changing market environment. We offer a carefully selected menu of investment options that meets the needs of diversification-minded investors, while accommodating individual preferences and risk appetites.
Simplicity
For investors who want a simplified approach to building a diversified portfolio, a series of asset allocation portfolios are available. No matter which series you choose, each portfolio is constructed as a "fund-of-funds," diversified by AXA Equitable’s team of investment specialists. With one simple investment, you gain access to the combined performance of multiple portfolios, depending on the strategy chosen.
The Benefits of AXA Allocation Portfolios Managed by AXA Equitable
- Tailored to Meet Your Goals — you can pursue your individual goals whether based on your personal risk tolerance or time horizon
- Convenient — you get a well-diversified investment program in a single portfolio, utilizing multiple money managers, asset classes and investment styles
- Professionally Managed — you can access well-established money managers, monitored continuously and replaced when necessary
- Automatic Rebalancing — portfolios are rebalanced regularly by trained professionals to keep your investment on track
Please note that AXA Allocation Portfolios entail fees and costs in addition to the fees and costs incurred in the Portfolios' underlying investment earnings.
Performance
As many investors have learned, a portfolio manager can suddenly leave a firm, or deviate from his or her investment style in pursuit of short-term returns. Many times these changes occur without the investors’ knowledge, which could alter the course of a disciplined investment strategy.
That’s why our seasoned team of investment professionals continuously “manages the managers” once they have been selected. This is a dynamic process that holds each money manager accountable and keeps them focused on delivering consistent, long-term results.
Learn More
To learn more about the individual investment options, such as investment strategy, Morningstar rating, top holdings and more, browse our Variable Investment Portfolio Fact Sheets.
You should consider the charges, risks, expenses, and investment objectives carefully before investing. Please click the link at the top of this page to download the product prospectus, which contains this and other information
Variable products are issued by AXA Equitable Life Insurance Company (NY, NY) and are co-distributed by affiliates AXA Advisors, LLC and AXA Distributors, LLC.
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Professional Guidance Counts
Your financial professional can be an invaluable resource in helping you:- Complete a financial needs analysis
- Evaluate the financial strategies available to you, and
- Select appropriate financial products designed to help you reach your goals
