Brokerage and advisory accounts
Professional strategy and asset allocation
Many financial plans include at least some weighting in stocks and/or mutual funds. While historically equities have tended to rise in value over the long term, they carry a certain amount of risk, both for long- and short-term investors.
It is therefore imperative that you have realistic financial goals and investment objectives in place before you begin to invest.
Whether you are a seasoned or novice investor, the information in these links can help you learn about different types of financial products and services and which may be appropriate for you given your unique circumstances.
Optimum Market Portfolios1
A sophisticated asset allocation strategy that includes Optimum Funds, a series of mutual funds from Delaware Investments1, and automatic portfolio rebalancing.
Benefits
One step portfolio
Managed
Auto-rebalancing
Strategic Asset Management
Uses strategic asset allocation to provide the ability to buy, sell, and hold a wide variety of investments, including but not limited to stocks, bonds, and mutual funds, all in one convenient account.
Benefits
PersonalizedGuidance option
Simplicity
Personal Wealth Portfolios
A convenient, one account approach for using a combination of separately managed accounts, mutual funds, and exchange-traded funds (ETFs), or just separately managed accounts.
Benefits
PersonalizedGuidance option
Simplicity
Manager Select
A traditional separately managed account program that gives you the ability to access premier providers of private wealth management services without extremely high account minimums2.
Benefits
Respected ManagersCustomized
Personal team
Model Wealth Portfolios
Helps you address your goals through an asset allocation strategy that provides a disciplined investment process backed by expert resources.
Benefits
Theme-basedExpertly managed
High caliber
1 As the Optimum Funds' investment manager, Delaware Management Company, a series of Delaware Management Business Trust, has overall responsibility for the investment management of the Funds within the Optimum Market Portfolios, which includes recommending the Funds' sub-advisors and evaluating and monitoring each Fund and sub-advisor. Delaware has hired LPL Financial as a consultant to assist in ongoing investment reviews and in developing criteria by which Fund performance is measured. LPL Financial receives a consulting fee and sub-service agent fee based on invested assets. See the Optimum Funds Prospectus for details. Delaware Investments refers to Delaware Management Holdings, Inc. and its subsidiaries, including the Fund's distributor, Delaware Distributors, L.P. Delaware Investments is a member of Macquarie Group, which refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide. Delaware Investments refers to Delaware Management Holdings, Inc. and its subsidiaries, including the Funds' distributor, Delaware Distributors, L.P. Delaware Investments is a member of Macquarie Group, which refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide.
2 Manager Select Minimums: $50,000 for single strategies (Each manager may have a set minimum account size above the platform minimum.), $250,000 for some fixed-income strategies.
Securities offered by duly-registered representatives of Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered by duly-registered investment advisor representatives of Equitable Advisors, LLC, an SEC-registered investment advisor.
Brokerage and investment advisory account investments are subject to market risk including loss of principal. Please consider the charges, risks, expenses, and investment objectives carefully before purchasing a mutual fund. For prospectus containing this and other information, please contact a financial professional. Read it carefully before you invest or send money. Equitable Advisors and its affiliates and associates do not provide tax or legal advice.
