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Personal Wealth Portfolios (PWP)

The Personal Wealth Portfolios (PWP) is an innovative investment platform strategy for high-net-worth clients. The minimum account size for Personal Wealth Portfolios is $250,000.

Personal Wealth Portfolios Overview

Personal Wealth Portfolios delivers separately managed accounts, and exchange-traded products in a single, easy-to-implement account. The result is one statement and consolidated performance report for your clients, in addition to one all-inclusive fee.

At the core of the Personal Wealth Portfolios is sophisticated overlay portfolio management, which provides access to benefits such as tax harvesting, overlap analysis, rebalancing and securities customization.

Personal Wealth Portfolios offers a process oriented approach to aligning high-net-worth clients’ unique investment goals with their customized portfolio. The process includes:

  • Access to institutional money managers, automatic rebalancing and overlay portfolio management services
  • A variety of investments and exchange traded products offer our clients broad diversification and convenience
  • Choose from conservative, moderate and aggressive managers in multiple asset classes in standard models and the option to include mid caps, core options and alternative investments
  • LPL Financial Research has chosen up to three industry-leading separate account, managers or exchange traded products per asset class; you select one manager per asset class for each client account

PWP is offered through LPL Financial, A Registered Investment Advisor.  No strategy assures success or protects against loss. Asset allocation does not ensure a profit or protect against a loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. There’s no guarantee that the Personal Wealth Portfolios will achieve their stated investment objectives. Investing involves risk, including loss of principal.