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6 Cards in this Set
- Front
- Back
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Optimum Market Portfolios- Brokerage andAdvisory Accounts |
-One step portfolio -Managed -Auto-rebalancing -Optimum Market Portfolios is a professionally managed mutual fund asset allocationprogram. It packages a diverse series ofmutual funds into a sophisticated assetallocation strategy |
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Strategic Asset Management- Brokerage andAdvisory Accounts |
-Personalized -Guidance option -Simplicity -SAM is a fee-based investment advisory program, offering a customized investmentportfolio developed along with your AXAAdvisors financial professional, who helpsyou tailor a plan to your goals, risk toleranceand time horizon |
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Personal Wealth Portfolios- Brokerage andAdvisory Accounts |
-Personalized -Guidance option -Simplicity -Tax management strategies -Diversification -Personal Wealth Portfolios is a unified managed account program in whichyour AXA Advisors financial professionalworks with you to construct a portfoliobased on the disciplines of asset allocationand diversification -Personal Wealth Portfolios offers a powerfulcombination of both separately managedaccount managers, mutual funds, andExchange-Traded Funds (ETFs), allowingyou to diversify and customize your portfolioto meet your financial objectives |
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Manager Select- Brokerage and AdvisoryAccounts |
-Respected Managers -Customized -Personal team -Manager Select is a traditional separately managed account program that offers youthe ability to access premier providers ofprivate wealth management services withoutextremely high account minimums -Manager Select combines severalinvestment services into a custom-tailoredwealth management platform includinginvestment planning, strategy, development,manager selection, portfolio construction,ongoing management and monitoring, tradeexecution and performance measurement |
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Model Wealth Portfolios- Brokerage and AdvisoryAccounts |
-Theme-based -Expertly managed -High caliber -Model Wealth Portfolios is a professionally managed mutual fund and exchange-tradedfund (“ETF”) asset allocation program thatcan help you realize your goals through aunique asset management strategy |
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BlackRock, ING, Oppenheimer and more-MutualFunds |
-Diversification -Asset allocation -Choice -Keep in mind that investing in mutual funds entails market risk. Return and principalvalue will fluctuate, and shares may be worthmore or less than your original investmentwhen redeemed. Diversification and assetallocation do not guarantee a profit orprotect against loss in a declining market |
