Personal Wealth Portfolios (PWP), a centrally managed fee-based platform available through LPL Financial, provides the framework to deliver sophisticated investment strategies for you in an efficient way. The portfolios have potential to benefit from leveraging the experience and resources of LPL Financial Research, which constructs asset allocation models, selects quality managers, and provides ongoing due diligence and monitoring. Portfolios may contain separately managed, mutual funds, exchanged-traded funds (ETFs), or some combination of the three. The Overlay Portfolio Management Group uses state-of-the-art technological monitoring, rebalancing*, and tax management services to ensure the portfolio remains in line with the chosen investment strategy.
*Rebalancing may incur a taxable event.