Investment Services |
Investment services from AXA Advisors, LLC can help you pursue your financial goals.
When you’re putting your financial plan into action, investment services from trusted professionals can help you manage your investments. Investment services may include consulting, investment planning, strategy development, portfolio construction and ongoing monitoring of your wealth. When it comes to selecting investment services for your needs, consider the world-class services and products available through AXA Advisors, LLC.
Learn more about investment services from AXA Advisors, LLC.AXA Advisors: investment services from a leading financial services firm.
At AXA Advisors, we firmly believe that the key to your financial success is the development of a personalized financial strategy that reflects your unique life objectives. This is the foundation upon which your relationship with AXA Advisors is built. Professional guidance, a broad product menu, and ongoing assessment of your financial situation are the hallmarks of our long-term commitment to you. Among the many investment services offered by AXA Advisors, LLC you’ll find:
- Brokerage Accounts That Can Fit Your Investment Style - The investing landscape has changed significantly over the past few years. Many people want a brokerage account that combines trading services with wealth management services. Varying investment styles and preferences require a more personalized approach in brokerage account selection. With the brokerage accounts available through AXA Advisors, you will have a wealth of services available to you. Brokerage products available to investors include:
- Individual Retirement Accounts (IRAs) – retirement accounts that can provide immediate tax benefits by lowering your taxable income and enabling certain assets to accumulate without immediate taxation.
- Stocks, bonds, mutual funds, 529 plans, and more.
- Investment Advisory Services - Customized professional investment management is a viable option for affluent individual investors who do not have the time, experience or inclination to conduct their own research, monitor financial markets, or make buy/sell decisions on individual securities. With professional investment management, your portfolio can be customized to better reflect your financial situation and goals. AXA Advisors, LLC is proud to offer the investment advisory products and services of LPL Financial — one of the largest independent broker/dealers in the nation. LPL Financial offers a wide array of investment products and platforms, including the following:
- Manager Select – a separately managed accounts program that provides high-net-worth investors with the ability to access premier providers of private wealth management services.
- Strategic Asset Management – services that give you the ability to buy, sell and hold a wide variety of investment products in one convenient account.
- Personal Wealth Portfolios – a convenient, one account approach for combining separately managed accounts and mutual funds.
- Model Wealth Portfolios – an asset allocation strategy, to be implemented with the assistance of your financial professional, that can help you pursue your goals through a disciplined investment process backed by focused resources.
Our web site, AXA-Equitable.com, features a resource section on investing that provides many informational articles about investment services and products as well as answers to common questions such as:
- What’s the difference between growth investing and value investing?
- Will I have to pay taxes on my investment income?What is dollar cost averaging and how do I know if it’s right for me? What is asset allocation and how does it work? Stock Investment Basics. Weathering a Stock Market Correction. Asset Allocation: A Strategy for Investment Success.
Learn more now about investment services available through AXA Advisors. When consulting your Financial Professional for retirement advice, ask about retirement annuity and life insurance products available from AXA Equitable.
Asset allocation is a method of diversification that positions assets among major investment categories. This tool may be used in an effort to manage risk and enhance returns. Asset allocation does not assure a profit nor protect against a loss in declining markets.
Life insurance and annuities are issued by AXA Equitable Life Insurance Company (NY, NY) and co-distributed by affiliates AXA Distributors, LLC and AXA Network, LLC. Variable products are co-distributed by affiliate AXA Advisors and AXA Distributors. AXA Advisors, AXA Network, AXA Distributors and AXA Equitable are affiliated companies and do not offer tax or legal advice.
Securities and investment advisory services offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC.
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 investment advisory programs offered through AXA Advisors’ Financial Professionals.
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