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, 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.
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.
GE-42819 (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
