Model Wealth Portfolios

Model Wealth Portfolios (MWP) is our premier centrally managed platform, offering a full range of diversified mutual funds and/or exchange-traded product (ETP) models guided by institutional portfolio strategists, including LPL Research. Using a well-defined approach, strategists manage core and satellite portfolios designed to target specific client goals, such as capital appreciation, income generation, downside protection, and tax efficiency.

Our MWP platform offers a comprehensive range of strategies and provides our clients the ability to mix and match up to three models in a single account to create portfolios that align with any investment objective, risk tolerance and goals.