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The Optimum Market Portfolios provide a sophisticated asset allocation strategy that includes automatic portfolio rebalancing. It is designed to help work toward your financial goals while staying within a risk profile that you have personally defined with your financial advisor. The account minimum for OMP is $10,000.
The Optimum Market Portfolios are accounts that allocate your portfolio’s assets among underlying Optimum Funds within ranges designed to meet your investment objective. Depending on your investment goals and objectives, your financial advisor will help you select a portfolio designed by the LPL Financial Research Department. See the Optimum Funds’ prospectus for special risks that may be associated with the underlying funds. All mutual funds are subject to market risks and an investor may receive more or less than the original investment at redemption.
All Optimum Funds are offered by prospectus only. Investors should consider the investment objectives, risks, charges, and expenses of the investment company carefully before investing. The prospectus contains this and other information about the investment company. You can obtain a prospectus from your financial advisor. Read the prospectus carefully before investing.
There are advisory fees and other charges associated with an Optimum Market Portfolios advisory account. Please see LPL’s Form ADV Part 2A Program Brochure for Optimum Market Portfolios for more information. In addition, there are fees and expenses associated with the Optimum Funds held in an Optimum Market Portfolios account. For more information about Optimum Funds fees and expenses, please see the Optimum Funds’ prospectus.