Investment Products and Services |
Optimum Market Portfolios
A Complete Mutual Fund Portfolio in One Step
Simplifies Mutual Fund Investing
Professionally Managed
- 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.
Ultra Convenient |
The Optimum Market Portfolios account packages a diverse series of mutual funds into a sophisticated asset allocation strategy designed to help meet your financial goals while staying within a risk profile that you have personally created with your AXA Advisors Financial Professional. |
Five Portfolio Strategies |
The account features five primary portfolios ranging from Aggressive Growth to Income with Capital Preservation. These portfolios are comprised of the Optimum Funds, which in turn are managed by world-class investment managers – each an expert in their respective asset classes. |
Professionally Managed |
Seasoned investment managers design each portfolio, selecting a carefully balanced array of highly-respected stock, bond, international and money market mutual funds. |
Rebalancing |
Over time, various components of a portfolio can grow at different rates, throwing off the target asset allocation. Each Optimum Market Portfolio is rebalanced to help your portfolio stay on course. |
All Optimum Funds are offered by prospectus only. Investors should consider the investment objectives, risks and charges and expenses carefully before investing in a mutual fund. Prospectuses, which may be obtained from AXA Advisors, contain this and other information about the mutual fund and should be read carefully before investing. The money market funds mentioned here are neither guaranteed nor insured by the U.S. government, the Federal Deposit Insurance Corporation or any other government agency.
AXA Advisors and LPL Financial do not provide legal or tax advice. Please review LPL Financial’s Form ADV Part II (“Brochure”) prior to investing.
AXA Advisors, LLC, member FINRA/SIPC, serves as the introducing broker/dealer and LPL Financial, member FINRA/SIPC, serves as the clearing broker/dealer for brokerage accounts. AXA Advisors, LLC serves as an investment advisor and LPL Financial serves as the principal sponsor, an investment advisor and the broker/dealer for the LPL Financial investment advisory programs offered through AXA Advisors' Financial Professionals. 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 Optimum Market Portfolios are subject to market risk, will fluctuate and may lose value. Bond investments are subject to interest rate risks so that when interest rates rise, the prices of bonds can decrease and the investor can lose principal value. International securities carry additional risks including currency exchange fluctuations and different government regulations, economic conditions or accounting standards.
GE-42820 (3/08)
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
