Model Wealth Portfolios (MWP), a centrally managed fee-based platform available through LPL Financial, provides access to portfolios constructed by LPL Financial Research and other portfolio strategists. Portfolios on the platform use either mutual funds or exchange-traded products (ETPs), including exchange-traded funds (ETFs), exchange-traded notes (ETNs), or closed-end funds (CEFs), or a combination thereof. As a strategist on the MWP platform, LPL Financial Research serves in a holistic manner by combining our asset allocation process, product implementation, and portfolio management experience. The portfolio you and your advisor select also benefits from ongoing monitoring, rebalancing*, and tax management services implemented by the LPL Financial Overlay Portfolio Management Group. Additionally, you and your advisor can select a portfolio that suits your specific investment preferences, an approach we refer to as “theme-based” investing.
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*Rebalancing may incur a taxable event.