Investment Products and Services |
Featured Product
Personal Wealth Portfolios
Wide diversification in one account
Tailored tax management strategies
Sophisticated portfolio management features
Offered By AXA Advisors, LLC
Many financial plans include at least some weighting in stocks and/or mutual funds, and while historically equities have tended to rise in value over the long term, they still carry a certain amount of risk, both for long- and short-term investors. It is therefore imperative that you have realistic financial goals and investment objectives in place before you begin to invest.
Whether you are a seasoned or a novice investor, the information in these links can help you learn about different types of financial products and services and which may be appropriate for you given your unique circumstances.
Product Type |
Features |
|---|---|
| Optimum Market Portfolios | Using the Optimum Funds – a series of mutual funds from Delaware Investments1 – OMP offers diversified asset allocation models, world-class money management, and automatic rebalancing. |
| Strategic Asset Management | Gives you the ability to buy, sell, and hold a wide variety of investments in one convenient account. SAM utilizes strategic asset allocation to construct portfolios of stocks, bonds, and mutual funds. Each portfolio is individually crafted and designed to achieve a blend of investments tailored to your personal goals, time horizon and risk profile. |
| Personal Wealth Portfolios | The Personal Wealth Portfolios offer a convenient, one account approach for using a combination of separately managed accounts and mutual funds, or just separately managed accounts. This sophisticated and efficient program provides access to institutional money managers, automatic rebalancing and overlay portfolio management services. |
| Manager Select | A traditional separately managed account program that provides high-net-worth investors the ability to access the premier providers of private wealth management services. By combining investment planning, strategy development, manager selection, portfolio construction, ongoing management and monitoring, trade execution and performance reporting, Manager Select is a total wealth management solution. |
| Individual Retirement Accounts (IRAs) | (IRAs) can provide immediate tax benefits that can lower your taxable income and enable assets you set aside for retirement or education funding to accumulate without immediate taxation. |
| Mutual Funds | Our diversified portfolio enables you to meet a broad spectrum of investment objectives, including long-term growth of capital and current income. |
Investment described on this page are subject to market risk, will fluctuate and may lose value.
Please consider the charges, risks, expenses and investment objectives carefully before purchasing a mutual fund. For a prospectus containing this and other information, please contact a financial professional. Read it carefully before you invest or send money.
1As the Optimum Funds’ investment manager, Delaware Management Company, a series of Delaware Management Business Trust, has overall responsibility for the investment management of the Funds within the Optimum Market Portfolios, which includes recommending the Funds’ sub-advisors and evaluating and monitoring each Fund and sub-advisor. Delaware Investments is the marketing name for Delaware Management Holdings, Inc. and its subsidiaries. Delaware Management Company, a series of Delaware Management Business Trust, is the manager, and Delaware Distributors, L.P. is the distributor of the Optimum Funds.
