Model Wealth Portfolios

What are Model Wealth Portfolios (MWP)?

The Model Wealth Portfolios (MWP) platform provides the benefit of outsourced investment strategies designed to align with a broad range of investor goals. MWP offers fully diversified mutual fund and exchange-traded product (ETP) models guided by the expertise and thought leadership of both LPL Research and external portfolio strategists. By outsourcing portfolio management and monitoring needs, you can free up valuable time to focus on revenue-generating activities.

 

Designed for clients who:

Seek a comprehensive investment solution based on a defined risk tolerance profile.

Require investment strategies that address specific needs such as income generation, downside protection, or tax efficiency.