Investment Products and Services |
Personal Wealth Portfolios
Wide Diversification in One Account
Tailored Tax Management Strategies
Sophisticated Portfolio Management Features
- Key Features
- Next Steps
AXA Advisors LLC is proud to offer the 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.
A One-Account Solution |
The Personal Wealth Portfolios are built around a process designed to allow you, with the assistance of your AXA Advisors Financial Professional, to continually align your portfolio with your financial goals. Your AXA Advisors Financial Professional will work with you to construct a portfolio based on the disciplines of asset allocation and diversification. Additionally, your investment can be further customized through access to both industry-leading separately managed account managers and mutual funds within one account. |
Tailored Investment Strategies |
In partnership with your AXA Advisors Financial Professional, you can create an asset allocation strategy suited to your unique financial situation. As your financial profile changes, so do the Personal Wealth Portfolios, reflecting your investment needs throughout your life. |
Broader Diversification |
The Personal Wealth Portfolios offer a powerful combination of both separately managed account managers and mutual funds, allowing you to diversify and customize your portfolio to meet your financial objectives. The LPL Research department provides research and recommendations, enabling your AXA Advisors Financial Professional to provide you with confident and informed advice. |
Sophisticated Portfolio Features |
From tailored tax management strategies to automatic rebalancing, you and your AXA Advisors Financial Professional have access to portfolio management features that help keep your investments on track. It is important to understand that diversification and asset allocation do not guarantee a profit or protect against a loss in a declining market. |
Rebalancing |
Over time, various components of a portfolio can grow at different rates, throwing off the target asset allocation. Your portfolio will be reviewed on a periodic basis by your AXA Advisors Financial Professional, and rebalanced by LPL Financial to help maintain the optimal allocation of your investments |
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 the Personal Wealth Portfolio are suitable.
AXA Advisors and LPL Financial do not provide legal or tax advice. Please review LPL Financial’s Form ADV Schedule H (“Brochure”) before 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 Personal Wealth Portfolios 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
